Retirement plan

ANSON INDUSTRIES INC. PROFIT SHARING PLAN

Name: ANSON INDUSTRIES INC. - ANSON INDUSTRIES INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: ANSON INDUSTRIES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANSON INDUSTRIES INC. PROFIT SHARING PLAN, ANSON INDUSTRIES INC.

ANSON INDUSTRIES INC.EIN 36-2053853Plan #002PY 2015

1959 ANSON DRIVE - MELROSE PARK, IL 60160708-681-1300ansonindustries.comLinkedIn1001-5000 employeesconstruction

Other plans on this EIN

1 filing

#003Retirement-$1.4M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$32.9M

No prior year

Total participants

206

No prior year

Average account balance

$176,199

No prior year

Annual return

-0.46%

No prior year

Benchmarks

See 1,997 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,997 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$118.32M

Not enough data

1 years with asset history on file

Average account balance

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

$429K

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.

276

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.

92.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$52K

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

+12.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$551

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632	Advisory (Plan)	$64,298
BKD, LLP1+ years Filed as: BKD CPA Service code 50 · EIN 44-0160260	Direct Payment	$10,600
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$4,573

Plan features & details

Pension benefit codes2E2F2G2K3D3H2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$15K

$80 / participant

Investment mgmt$3K17.8%
Contract admin$5K30.1%
Other / not subdivided$8K52.1%

% of EOY assets

0.046%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BKD,LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$176,199

$50,464+249.2%

$75,784+132.5%

$52,331+236.7%

Participation rate

90.0%

66.8%+23.2pp

75.8%+14.2pp

68.1%+21.9pp

Annual return

-0.46%

1.03%-1.5pp

9.68%-10.1pp

4.54%-5.0pp

Employer contribution / active EE

$13,773

$1,988+592.7%

$3,323+314.4%

$1,882+631.9%

Participant deferral / active EE

$316

$2,570-87.7%

$3,652-91.3%

$3,022-89.5%

Admin fee / account holder

$81

$1,103-92.6%

$5,300-98.5%

$592-86.3%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY SMITH BARNEY, LLC

Service code 27 · EIN 26-4310632

Advisory (Plan)

$64,298

BKD, LLP1+ years

Filed as: BKD CPA

Service code 50 · EIN 44-0160260

Direct Payment

$10,600

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$4,573

ANSON INDUSTRIES INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANSON INDUSTRIES 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