Retirement plan

MANSFIELD BRICK & SUPPLY COMPANY 401(K) PROFIT SHARING PLAN

Name: MANSFIELD BRICK & SUPPLY COMPANY - MANSFIELD BRICK & SUPPLY COMPANY 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: MANSFIELD BRICK & SUPPLY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANSFIELD BRICK & SUPPLY COMPANY 401(K) PROFIT SHARING PLAN, MANSFIELD BRICK & SUPPLY COMPANY

MANSFIELD BRICK & SUPPLY COMPANYEIN 34-1499065Plan #001PY 2017

320 NORTH DIAMOND STREET, P.O. BOX 1273 - MANSFIELD, OH 449011273419-526-1191mansfieldbrickandsupply.comLinkedIn1-10 employeesbuilding materials

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+13.3% from 2016

Total participants

-10.0% from 2016

Average account balance

$123,496

+25.9% from 2016

Annual return

11.21%

+3.23 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$792K

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1564

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$967

$107 / participant

Other / not subdivided$967100.0%

% of EOY assets

0.087%

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

$123,496

$99,652+23.9%

$78,778+56.8%

$147,586-16.3%

Participation rate

100.0%

76.2%+23.8pp

69.2%+30.8pp

82.8%+17.2pp

Annual return

11.21%

47.28%-36.1pp

35.62%-24.4pp

578.59%-567.4pp

Employer contribution / active EE

$1,305

$2,796-53.3%

$1,986-34.3%

$4,876-73.2%

Participant deferral / active EE

$1,107

$3,664-69.8%

$2,958-62.6%

$5,439-79.6%

Admin fee / account holder

$107

$7,155-98.5%

$5,134-97.9%

$10,886-99.0%

MANSFIELD BRICK & SUPPLY COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANSFIELD BRICK & SUPPLY COMPANY 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