Retirement plan

ARTISAN FOR HIRE, INC. 401(K) PROFIT SHARING PLAN

Name: ARTISAN FOR HIRE, INC. - ARTISAN FOR HIRE, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: ARTISAN FOR HIRE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARTISAN FOR HIRE, INC. 401(K) PROFIT SHARING PLAN, ARTISAN FOR HIRE, INC.

ARTISAN FOR HIRE, INC.EIN 36-3947251Plan #001PY 2015

216 S. JEFFERSON, SUITE 202 - CHICAGO, IL 60661312-382-0200LinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.2M

No prior year

Total participants

122

No prior year

Average account balance

$30,159

No prior year

Annual return

-0.73%

No prior year

Benchmarks

See 2,206 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,206 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.56M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

86.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$649K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3500

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$1K

$18 / participant

Contract admin$13612.8%
Other / not subdivided$92587.2%

% of EOY assets

0.034%

all-in expense ratio

Categories reported

1 / 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: HANSEN PLAHM & COMPANY
Auditor EIN: 363849301
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,159

$39,162-23.0%

$100,671-70.0%

$59,633-49.4%

Participation rate

71.7%

55.9%+15.8pp

70.7%+1.0pp

68.7%+3.0pp

Annual return

-0.73%

21.07%-21.8pp

20.43%-21.2pp

2041.45%-2042.2pp

Employer contribution / active EE

$1,419

$1,151+23.3%

$4,012-64.6%

$2,203-35.6%

Participant deferral / active EE

$3,024

$1,992+51.8%

$3,144-3.8%

$3,192-5.3%

Admin fee / account holder

$10

$2,969-99.7%

$4,850-99.8%

$4,297-99.8%

ARTISAN FOR HIRE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARTISAN FOR HIRE, INC. 401(K) 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