Retirement plan

PROFIT-SHARING PLAN FOR CONTOUR FORMING, INC. & FLOFORM, INC.

Name: COUTOUR FORMING, INC. - PROFIT-SHARING PLAN FOR CONTOUR FORMING, INC. & FLOFORM, INC. (2018) Form 5500
Creator: COUTOUR FORMING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT-SHARING PLAN FOR CONTOUR FORMING, INC. & FLOFORM, INC., COUTOUR FORMING, INC.

COUTOUR FORMING, INC.EIN 31-4409840Plan #001PY 2018

P.O. BOX 727 - NEWARK, OH 430580727LinkedIn1-10 employeesaviation & aerospace

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$6.7M

+2.0% from 2017

Total participants

0.0% from 2017

Average account balance

$476,439

+9.3% from 2017

Annual return

0.58%

-1.61 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.72M

Not enough data

1 years with asset history on file

Average account balance

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

$314K

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.

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

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+6.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31271

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

0 years with F_SCH_H allocation on file

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

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 codes2E3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$118 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.026%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$476,439

$92,219+416.6%

$76,767+520.6%

$135,380+251.9%

Participation rate

93.3%

79.8%+13.6pp

77.0%+16.4pp

82.6%+10.7pp

Annual return

0.58%

5.46%-4.9pp

2.43%-1.8pp

519.81%-519.2pp

Employer contribution / active EE

$6,201

$3,216+92.8%

$2,485+149.5%

$4,779+29.8%

Participant deferral / active EE

$4,508-100.0%

$3,852-100.0%

$5,609-100.0%

Admin fee / account holder

$126

$10,749-98.8%

$6,675-98.1%

$10,828-98.8%

PROFIT-SHARING PLAN FOR CONTOUR FORMING, INC. & FLOFORM, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT-SHARING PLAN FOR CONTOUR FORMING, INC. & FLOFORM, INC.

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