Retirement plan

HOLMES LIMESTONE CO. EMPLOYEES 401(K) PLAN

Name: HOLMES LIMESTONE CO. - HOLMES LIMESTONE CO. EMPLOYEES 401(K) PLAN (2017) Form 5500
Creator: HOLMES LIMESTONE CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLMES LIMESTONE CO. EMPLOYEES 401(K) PLAN, HOLMES LIMESTONE CO.

HOLMES LIMESTONE CO.EIN 34-0699631Plan #001PY 2017

P.O. BOX 295 - BERLIN, OH 44610330-893-2721holmeslimestone.comLinkedIn1-10 employeesmining & metals

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$361K

+15.0% from 2016

Total participants

+12.5% from 2016

Average account balance

$40,134

+2.2% from 2016

Annual return

10.01%

+3.98 pp from 2016

Benchmarks

See 2,024 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,024 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$952K

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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

$45K

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

+19.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$807

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$40,134

$152,460-73.7%

$118,746-66.2%

$147,585-72.8%

Participation rate

100.0%

82.3%+17.7pp

78.3%+21.7pp

82.8%+17.2pp

Annual return

10.01%

17.41%-7.4pp

24.54%-14.5pp

578.58%-568.6pp

Employer contribution / active EE

$1,578

$5,046-68.7%

$4,193-62.4%

$4,876-67.6%

Participant deferral / active EE

$154

$6,212-97.5%

$5,332-97.1%

$5,439-97.2%

Admin fee / account holder

$16,953-100.0%

$10,720-100.0%

$10,886-100.0%

HOLMES LIMESTONE CO. EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HOLMES LIMESTONE CO. EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion