Retirement plan

LAWRENCE SCREW PRODUCTS, INC. 401K PROFIT SHARING PLAN

Name: LAWRENCE SCREW PRODUCTS, INC. - LAWRENCE SCREW PRODUCTS, INC. 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: LAWRENCE SCREW PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAWRENCE SCREW PRODUCTS, INC. 401K PROFIT SHARING PLAN, LAWRENCE SCREW PRODUCTS, INC.

LAWRENCE SCREW PRODUCTS, INC.EIN 36-2923827Plan #002PY 2016

7230 W. WILSON AVE. - HARWOOD HEIGHTS, IL 60706708-867-5150lawrencescrew.comLinkedIn51-200 employeesconsumer goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.4M

+13.0% from 2015

Total participants

103

-5.5% from 2015

Average account balance

$52,595

+14.1% from 2015

Annual return

7.52%

+8.45 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.98M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

141

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$620K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76

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

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 codes2J

Plan features

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$175

$2 / participant

Other / not subdivided$175100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 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: CUKIERSKI & COCHRANE LLC
Auditor EIN: 364239322
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,595

$69,977-24.8%

$108,582-51.6%

$62,881-16.4%

Participation rate

100.0%

72.9%+27.1pp

79.6%+20.4pp

69.3%+30.7pp

Annual return

7.52%

10.73%-3.2pp

-51.70%+59.2pp

20.14%-12.6pp

Employer contribution / active EE

$1,511

$2,135-29.2%

$3,758-59.8%

$2,281-33.8%

Participant deferral / active EE

$2,907

$3,165-8.1%

$4,311-32.6%

$3,203-9.2%

Admin fee / account holder

$5,076-100.0%

$7,645-100.0%

$4,296-100.0%

LAWRENCE SCREW PRODUCTS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAWRENCE SCREW PRODUCTS, INC. 401K 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