Retirement plan

PREFERRED CEILINGS, INC DEFINED BENEFIT PENSION PLAN

Name: PREFERRED CEILINGS, INC. - PREFERRED CEILINGS, INC DEFINED BENEFIT PENSION PLAN (2016) Form 5500
Creator: PREFERRED CEILINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREFERRED CEILINGS, INC DEFINED BENEFIT PENSION PLAN, PREFERRED CEILINGS, INC.

PREFERRED CEILINGS, INC.EIN 33-0652015Plan #003PY 2016

475 CAPRICORN STREET - BREA, CA 92821714-255-9336preferredceilings.comLinkedIn11-50 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$4.1M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$4.9M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

5.29%

No prior year

Benchmarks

See 237 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Cohort237 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.91M

Not enough data

1 years with asset history on file

Average account balance

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

$2.7M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8270

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.

Enrolled actuary

1 attachment

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

Plan features & details

Pension benefit codes1A3D

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$415,031-100.0%

$115,939-100.0%

Participation rate

0.0%

0.0%0pp

19.3%-19.3pp

Annual return

5.29%

15.23%-9.9pp

3.97%+1.3pp

Employer contribution / active EE

$39,272-100.0%

$28,168-100.0%

Participant deferral / active EE

$274-100.0%

Admin fee / account holder

$113,846-100.0%

$12,837-100.0%

PREFERRED CEILINGS, INC DEFINED BENEFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

PREFERRED CEILINGS, INC DEFINED BENEFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion