Retirement plan

APPLIED ENGINEERED SURFACES, INC. CASH BALANCE PENSION PLAN AND TRUST

Name: APPLIED ENGINEERED SURFACES, INC. - APPLIED ENGINEERED SURFACES, INC. CASH BALANCE PENSION PLAN AND TRUST (2024) Form 5500
Creator: APPLIED ENGINEERED SURFACES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLIED ENGINEERED SURFACES, INC. CASH BALANCE PENSION PLAN AND TRUST, APPLIED ENGINEERED SURFACES, INC.

APPLIED ENGINEERED SURFACES, INC.EIN 34-1882594Plan #001PY 2024

535 TERNES AVENUE - ELYRIA, OH 44035440-610-1183uhpsurfaces.comLinkedIn1-10 employeesconsumer goods

Other plans on this EIN

1 filing

#002Retirement-$1.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5M

+67.5% from 2023

Total participants

-13.2% from 2023

Average account balance

No prior year

Annual return

2.59%

-3.34 pp from 2023

Benchmarks

See 363 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined benefit

Participants25-99

Cohort363 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.99M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$59K

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

+2.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 5-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

See 1 actuary disclosure. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Plan features & details

Pension benefit codes1B1C1D

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1D
Floor-offset plan
Defined benefit plan whose benefits are offset by retirement benefits provided under an employer-sponsored defined contribution plan.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$33K

$1010 / participant

Other / not subdivided$33K100.0%

% of EOY assets

0.668%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,644-100.0%

$102,492-100.0%

$52,198-100.0%

Participation rate

0.0%

11.9%-11.9pp

12.2%-12.2pp

11.0%-11.0pp

Annual return

2.59%

7.25%-4.7pp

5.16%-2.6pp

8.21%-5.6pp

Employer contribution / active EE

$58,663

$13,308+340.8%

$26,442+121.9%

$13,842+323.8%

Participant deferral / active EE

$61-100.0%

$78-100.0%

$61-100.0%

Admin fee / account holder

$172-100.0%

$16,625-100.0%

$1,652-100.0%

APPLIED ENGINEERED SURFACES, INC. CASH BALANCE PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPLIED ENGINEERED SURFACES, INC. CASH BALANCE PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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