Retirement plan

LAWRENCE SCREW PRODUCTS, INC. 401K PROFIT SHARING PLAN

Name: LAWRENCE SCREW PRODUCTS, INC. - LAWRENCE SCREW PRODUCTS, INC. 401K PROFIT SHARING PLAN (2017) 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 2017

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)

$6.3M

+17.0% from 2016

Total participants

101

-1.9% from 2016

Average account balance

$62,769

+19.3% from 2016

Annual return

16.10%

+8.58 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

$350

$4 / participant

Other / not subdivided$350100.0%

% of EOY assets

0.006%

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

$62,769

$78,707-20.2%

$117,861-46.7%

$70,126-10.5%

Participation rate

100.0%

73.2%+26.8pp

79.7%+20.3pp

69.5%+30.5pp

Annual return

16.10%

23.30%-7.2pp

335.11%-319.0pp

73.15%-57.0pp

Employer contribution / active EE

$1,555

$2,223-30.1%

$3,786-58.9%

$2,343-33.6%

Participant deferral / active EE

$2,852

$3,297-13.5%

$4,482-36.4%

$3,332-14.4%

Admin fee / account holder

$5,066-99.9%

$8,021-100.0%

$4,645-99.9%

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