Retirement plan

BOWERSTON SHALE 401(K) PLAN

Name: BOWERSTON SHALE COMPANY - BOWERSTON SHALE 401(K) PLAN (2016) Form 5500
Creator: BOWERSTON SHALE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOWERSTON SHALE 401(K) PLAN, BOWERSTON SHALE COMPANY

BOWERSTON SHALE COMPANYEIN 34-0109500Plan #002PY 2016

P.O. BOX 199 - BOWERSTON, OH 44695740-269-2921LinkedIn51-200 employees

Other plans on this EIN

1 filing

#001Retirement-$4.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

No prior year

Total participants

No prior year

Average account balance

$35,517

No prior year

Annual return

9.80%

No prior year

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.21M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

112.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$393K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2634

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$12K

$193 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.741%

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

$35,517

$58,828-39.6%

$78,002-54.5%

$62,881-43.5%

Participation rate

70.3%

71.1%-0.7pp

75.5%-5.2pp

69.3%+1.0pp

Annual return

9.80%

17.16%-7.4pp

425.99%-416.2pp

20.14%-10.3pp

Employer contribution / active EE

$1,672-100.0%

$2,470-100.0%

$2,281-100.0%

Participant deferral / active EE

$1,346

$2,686-49.9%

$3,497-61.5%

$3,203-58.0%

Admin fee / account holder

$263

$4,393-94.0%

$5,481-95.2%

$4,296-93.9%

BOWERSTON SHALE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOWERSTON SHALE 401(K) 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