Retirement plan

WIENMAR, INC. DBA MARBLE WORKS 401(K) PLAN

Name: WIENMAR, INC. DBA MARBLE WORKS - WIENMAR, INC. DBA MARBLE WORKS 401(K) PLAN (2021) Form 5500
Creator: WIENMAR, INC. DBA MARBLE WORKS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WIENMAR, INC. DBA MARBLE WORKS 401(K) PLAN, WIENMAR, INC. DBA MARBLE WORKS

WIENMAR, INC. DBA MARBLE WORKSEIN 36-3621884Plan #002PY 2021

1601 N. LAFOX ST. - SOUTH ELGIN, IL 60177847-742-9222

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$691K

No prior year

Total participants

No prior year

Average account balance

$53,128

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,356 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,356 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

29.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16159

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 codes2E2J2F2G3D

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.
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.

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

$53,128

$127,790-58.4%

$106,555-50.1%

$167,536-68.3%

Participation rate

100.0%

78.3%+21.7pp

76.1%+23.9pp

82.1%+17.9pp

Annual return

0.00%

33.88%-33.9pp

26.80%-26.8pp

478.82%-478.8pp

Employer contribution / active EE

$851

$3,428-75.2%

$2,819-69.8%

$4,839-82.4%

Participant deferral / active EE

$3,748

$5,088-26.3%

$4,399-14.8%

$6,342-40.9%

Admin fee / account holder

$11,229-100.0%

$7,408-100.0%

$12,315-100.0%

WIENMAR, INC. DBA MARBLE WORKS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WIENMAR, INC. DBA MARBLE WORKS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion