Retirement plan

NORTH SHORE PRINTERS, INC. EMPLOYEE RETIREMENT PLAN & TRUST

Name: NORTH SHORE PRINTERS, INC EMPLOYEE RETIREMENT PLAN & TRUST - NORTH SHORE PRINTERS, INC. EMPLOYEE RETIREMENT PLAN & TRUST (2023) Form 5500
Creator: NORTH SHORE PRINTERS, INC EMPLOYEE RETIREMENT PLAN & TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH SHORE PRINTERS, INC. EMPLOYEE RETIREMENT PLAN & TRUST, NORTH SHORE PRINTERS, INC EMPLOYEE RETIREMENT PLAN & TRUST

NORTH SHORE PRINTERS, INC EMPLOYEE RETIREMENT PLAN & TRUSTEIN 36-1559100Plan #004PY 2023

535 S SHERIDAN ROAD - WAUEGAN, IL 60085847-623-0037

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.7M

+3.6% from 2021

Total participants

0.0% from 2021

Average account balance

$931,254

+3.6% from 2021

Annual return

14.31%

-8.20 pp from 2021

Benchmarks

See 8,683 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,683 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.23M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6479

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 codes2E2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$135

$45 / participant

Other / not subdivided$135100.0%

% of EOY assets

0.004%

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

$931,254

$118,496+685.9%

$98,461+845.8%

$139,466+567.7%

Participation rate

100.0%

77.5%+22.5pp

75.2%+24.8pp

80.3%+19.7pp

Annual return

14.31%

18.96%-4.7pp

21.17%-6.9pp

373.66%-359.4pp

Employer contribution / active EE

$8,446

$3,611+133.9%

$3,049+177.0%

$4,754+77.7%

Participant deferral / active EE

$9,265

$5,393+71.8%

$4,738+95.5%

$6,712+38.0%

Admin fee / account holder

$34

$14,056-99.8%

$8,961-99.6%

$11,409-99.7%

NORTH SHORE PRINTERS, INC. EMPLOYEE RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH SHORE PRINTERS, INC. EMPLOYEE RETIREMENT PLAN & TRUST

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