Retirement plan

CENTRAL FURNACE SUPPLY CO. 401K PROFIT SHARING

Name: CENTRAL FURNACE SUPPLY COMPANY - CENTRAL FURNACE SUPPLY CO. 401K PROFIT SHARING (2017) Form 5500
Creator: CENTRAL FURNACE SUPPLY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL FURNACE SUPPLY CO. 401K PROFIT SHARING, CENTRAL FURNACE SUPPLY COMPANY

CENTRAL FURNACE SUPPLY COMPANYEIN 36-2362317Plan #002PY 2017

1100 SHORE ROAD - NAPERVILLE, IL 60563630-355-1220centralfurnacesupply.comLinkedIn1-10 employeeswholesale

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$368K

+22.6% from 2016

Total participants

+40.0% from 2016

Average account balance

$52,554

-12.4% from 2016

Annual return

16.29%

+25.78 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$961K

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

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

+11.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$190

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$207

$41 / participant

Other / not subdivided$207100.0%

% of EOY assets

0.056%

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

$52,554

$144,130-63.5%

$117,861-55.4%

$147,586-64.4%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

16.29%

531.20%-514.9pp

335.11%-318.8pp

578.59%-562.3pp

Employer contribution / active EE

$1,722

$4,897-64.8%

$3,786-54.5%

$4,876-64.7%

Participant deferral / active EE

$2,080

$5,316-60.9%

$4,482-53.6%

$5,439-61.8%

Admin fee / account holder

$30

$10,887-99.7%

$8,021-99.6%

$10,886-99.7%

CENTRAL FURNACE SUPPLY CO. 401K PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL FURNACE SUPPLY CO. 401K PROFIT SHARING

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