Retirement plan

OSCO INDUSTRIES, INC. 401K PROFIT SHARING PLAN

Name: OSCO INDUSTRIES, INC. - OSCO INDUSTRIES, INC. 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: OSCO INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OSCO INDUSTRIES, INC. 401K PROFIT SHARING PLAN, OSCO INDUSTRIES, INC.

OSCO INDUSTRIES, INC.EIN 31-4271610Plan #001PY 2015

P.O. BOX 1388, 11TH AND CHILLICOTHE STREETS - PORTSMOUTH, OH 45662740-354-0349oscoind.comLinkedIn201-500 employeesconsumer goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$33.9M

No prior year

Total participants

137

No prior year

Average account balance

$247,514

No prior year

Annual return

1.27%

No prior year

Benchmarks

See 3,906 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort3,906 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$47.38M

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

368

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.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$187

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

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Securities Custodian	$39,111

Plan features & details

Pension benefit codes2E2F3D2J2H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$39K

$369 / participant

Investment mgmt$8K21.5%
Contract admin$31K78.5%

% of EOY assets

0.115%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KELLEY GALLOWAY SMITH GOOLSBY, PSC
Auditor EIN: 611129886
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$247,514

$54,320+355.7%

$67,653+265.9%

$52,331+373.0%

Participation rate

100.0%

73.6%+26.4pp

75.7%+24.3pp

68.1%+31.9pp

Annual return

1.27%

6.81%-5.5pp

6625.22%-6623.9pp

4.54%-3.3pp

Employer contribution / active EE

$9,465

$1,544+513.1%

$2,266+317.8%

$1,882+403.0%

Participant deferral / active EE

$1,431

$2,950-51.5%

$3,560-59.8%

$3,022-52.7%

Admin fee / account holder

$285

$527-45.8%

$4,821-94.1%

$592-51.7%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: GREAT-WEST LIFE & ANNUITY INS. CO

Service code 19

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Securities Custodian

$39,111

OSCO INDUSTRIES, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OSCO INDUSTRIES, INC. 401K PROFIT SHARING 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