Retirement plan

BOWLINE GROUP 401K PROFIT SHARING PLAN AND TRUST (F/K/A STEVEN KOCH 401K PROFIT SHARING PLAN AND TRUST)

Name: BOWLINE GROUP LTD. - BOWLINE GROUP 401K PROFIT SHARING PLAN AND TRUST (F/K/A STEVEN KOCH 401K PROFIT SHARING PLAN AND TRUST) (2017) Form 5500
Creator: BOWLINE GROUP LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOWLINE GROUP 401K PROFIT SHARING PLAN AND TRUST (F/K/A STEVEN KOCH 401K PROFIT SHARING PLAN AND TRUST), BOWLINE GROUP LTD.

BOWLINE GROUP LTD.EIN 36-4459604Plan #001PY 2017

2012 N. MOHAWK ST. - CHICAGO, IL 60614312-397-6996

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$163K

+34.7% from 2016

Total participants

0.0% from 2016

Average account balance

$162,799

+34.7% from 2016

Annual return

14.83%

+4.99 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$524K

Not enough data

1 years with asset history on file

Average account balance

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

$524K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+13.03%

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 codes2E2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$162,799

$99,031+64.4%

$86,597+88.0%

$147,585+10.3%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

14.83%

1312.56%-1297.7pp

964.96%-950.1pp

578.57%-563.7pp

Employer contribution / active EE

$3,132-100.0%

$2,840-100.0%

$4,876-100.0%

Participant deferral / active EE

$24,000

$3,972+504.2%

$3,609+565.1%

$5,439+341.3%

Admin fee / account holder

$5,711-100.0%

$4,906-100.0%

$10,885-100.0%

BOWLINE GROUP 401K PROFIT SHARING PLAN AND TRUST (F/K/A STEVEN KOCH 401K PROFIT SHARING PLAN AND TRUST)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BOWLINE GROUP 401K PROFIT SHARING PLAN AND TRUST (F/K/A STEVEN KOCH 401K PROFIT SHARING PLAN AND TRUST)

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