Retirement plan

VAN MATRE LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: VAN MATRE LUMBER COMPANY, INC. - VAN MATRE LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: VAN MATRE LUMBER COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VAN MATRE LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN, VAN MATRE LUMBER COMPANY, INC.

VAN MATRE LUMBER COMPANY, INC.EIN 33-0363950Plan #001PY 2017

10690 LIVE OAK AVE - FONTANA, CA 92337909-357-1555vanmatrelumber.comLinkedIn51-200 employeeswholesale

Other plans on this EIN

1 filing

#002Retirement-$918K assets

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$594K

+170.3% from 2016

Total participants

+28.3% from 2016

Average account balance

$10,609

+117.2% from 2016

Annual return

7.08%

+7.08 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.45M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

178.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$504K

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

+11.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$448

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 codes2E2H2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$28 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.242%

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

$10,609

$67,411-84.3%

$91,004-88.3%

$70,126-84.9%

Participation rate

94.2%

71.4%+22.9pp

75.6%+18.6pp

69.5%+24.7pp

Annual return

7.08%

-40.16%+47.2pp

4.60%+2.5pp

73.15%-66.1pp

Employer contribution / active EE

$4,243

$1,786+137.6%

$2,456+72.8%

$2,343+81.1%

Participant deferral / active EE

$2,656

$2,823-5.9%

$3,548-25.1%

$3,332-20.3%

Admin fee / account holder

$26

$4,236-99.4%

$5,417-99.5%

$4,645-99.4%

VAN MATRE LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VAN MATRE LUMBER COMPANY, INC. 401(K) 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