Retirement plan

PIONEER CLADDING & GLAZING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: PIONEER CLADDING & GLAZING SYSTEMS, INC. - PIONEER CLADDING & GLAZING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: PIONEER CLADDING & GLAZING SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIONEER CLADDING & GLAZING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, PIONEER CLADDING & GLAZING SYSTEMS, INC.

PIONEER CLADDING & GLAZING SYSTEMS, INC.EIN 31-1652761Plan #002PY 2018

4074 BETHANY ROAD - MASON, OH 45040513-583-5925pioneerglazing.comLinkedIn201-500 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$6.9M assets

Prospect flagsLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$7.8M

No prior year

Total participants

115

No prior year

Average account balance

$67,466

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 4,210 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,210 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$55.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$291K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

190

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.99M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.18%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2I2P2Q3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,466

$59,186+14.0%

$76,768-12.1%

$56,287+19.9%

Participation rate

100.0%

75.2%+24.8pp

77.0%+23.0pp

69.9%+30.1pp

Annual return

0.00%

6.62%-6.6pp

2.43%-2.4pp

-9.96%+10.0pp

Employer contribution / active EE

$1,759-100.0%

$2,485-100.0%

$2,111-100.0%

Participant deferral / active EE

$3,255-100.0%

$3,852-100.0%

$3,350-100.0%

Admin fee / account holder

$489-100.0%

$6,675-100.0%

$521-100.0%

PIONEER CLADDING & GLAZING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIONEER CLADDING & GLAZING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion