Retirement plan

TAS, INC. PROFIT SHARING PLAN

Name: TRIM-A-SEAL OF INDIANA, INC. - TAS, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: TRIM-A-SEAL OF INDIANA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAS, INC. PROFIT SHARING PLAN, TRIM-A-SEAL OF INDIANA, INC.

TRIM-A-SEAL OF INDIANA, INC.EIN 35-0935934Plan #003PY 2022

1500 POLK STREET - GARY, IN 46407219-883-2180

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$236K

-7.4% from 2021

Total participants

+44.4% from 2021

Average account balance

$19,701

-30.6% from 2021

Annual return

-12.83%

-24.43 pp from 2021

Benchmarks

See 23,464 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,464 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$335K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$937

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

+8.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1960

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$204 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.035%

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

$19,701

$142,392-86.2%

$119,622-83.5%

$134,532-85.4%

Participation rate

91.7%

82.8%+8.8pp

79.3%+12.4pp

81.2%+10.4pp

Annual return

-12.83%

-12.46%-0.4pp

-14.98%+2.2pp

418.27%-431.1pp

Employer contribution / active EE

$5,224-100.0%

$4,232-100.0%

$4,741-100.0%

Participant deferral / active EE

$1,150

$6,467-82.2%

$5,601-79.5%

$6,401-82.0%

Admin fee / account holder

$204

$13,593-98.5%

$10,328-98.0%

$11,429-98.2%

TAS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAS, INC. 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