Retirement plan

COLONIAL PLASTICS MACHINERY RETIREMENT PLAN

Name: COLONIAL PLASTIC MACHINERY - COLONIAL PLASTICS MACHINERY RETIREMENT PLAN (2020) Form 5500
Creator: COLONIAL PLASTIC MACHINERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLONIAL PLASTICS MACHINERY RETIREMENT PLAN, COLONIAL PLASTIC MACHINERY

COLONIAL PLASTIC MACHINERYdba DAVID C WALTERSEIN 34-1958211Plan #001PY 2020

40 LAGUNA ROAD - PALMYRA, VA 22963434-589-2385

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$447K

+8.8% from 2019

Total participants

0.0% from 2019

Average account balance

$446,930

+8.8% from 2019

Annual return

4.34%

+3.77 pp from 2019

Benchmarks

See 22,196 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$545K

Not enough data

1 years with asset history on file

Average account balance

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

$545K

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

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+3.98%

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

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 codes2E2J2R2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$160

$160 / participant

Other / not subdivided$160100.0%

% of EOY assets

0.036%

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

$446,930

$162,812+174.5%

$133,971+233.6%

$158,966+181.1%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

4.34%

41.94%-37.6pp

45.09%-40.7pp

302.95%-298.6pp

Employer contribution / active EE

$18,200

$4,976+265.8%

$3,919+364.4%

$4,762+282.2%

Participant deferral / active EE

$5,910-100.0%

$5,047-100.0%

$5,983-100.0%

Admin fee / account holder

$160

$11,741-98.6%

$8,929-98.2%

$11,250-98.6%

COLONIAL PLASTICS MACHINERY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLONIAL PLASTICS MACHINERY RETIREMENT 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