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 (2018) 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 2018

P O BOX 310009 - FONTANA, CA 92331909-357-1555vanmatrelumber.comLinkedIn51-200 employeeswholesale

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$929K

+56.3% from 2017

Total participants

+5.1% from 2017

Average account balance

$15,743

+48.4% from 2017

Annual return

-6.84%

-13.92 pp from 2017

Benchmarks

See 5,892 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,892 peers

Snapshot2018

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

1 tripped

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

$8K

$166 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.892%

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

$15,743

$61,660-74.5%

$80,022-80.3%

$64,173-75.5%

Participation rate

94.0%

71.7%+22.3pp

75.8%+18.2pp

69.6%+24.4pp

Annual return

-6.84%

-0.33%-6.5pp

11.22%-18.1pp

7.63%-14.5pp

Employer contribution / active EE

$4,620

$1,810+155.2%

$2,468+87.2%

$2,381+94.1%

Participant deferral / active EE

$2,933

$2,968-1.2%

$3,686-20.4%

$3,470-15.5%

Admin fee / account holder

$140

$5,417-97.4%

$6,521-97.8%

$4,887-97.1%

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