Retirement plan

PACIFIC COAST MARKETING, INC. 401K PROFIT SHARING PLAN

Name: PACIFIC COAST MARKETING INC - PACIFIC COAST MARKETING, INC. 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: PACIFIC COAST MARKETING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC COAST MARKETING, INC. 401K PROFIT SHARING PLAN, PACIFIC COAST MARKETING INC

PACIFIC COAST MARKETING INCEIN 36-3386183Plan #001PY 2024

1981 WIESBROOK DR, UNIT C - OSWEGO, IL 60543630-820-1170

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+21.1% from 2023

Total participants

+25.0% from 2023

Average account balance

No prior year

Annual return

14.10%

+9.04 pp from 2023

Benchmarks

See 23,939 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,939 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$329K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

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

$7K

$1453 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.442%

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

$166,020-100.0%

$164,866-100.0%

$145,959-100.0%

Participation rate

0.0%

82.0%-82.0pp

78.6%-78.6pp

80.3%-80.3pp

Annual return

14.10%

100.08%-86.0pp

69.97%-55.9pp

561.95%-547.9pp

Employer contribution / active EE

$5,379

$5,275+2.0%

$4,343+23.9%

$4,661+15.4%

Participant deferral / active EE

$13,700

$6,961+96.8%

$6,033+127.1%

$6,689+104.8%

Admin fee / account holder

$16,644-100.0%

$12,689-100.0%

$13,398-100.0%

PACIFIC COAST MARKETING, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC COAST MARKETING, 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