Retirement plan

B & H MACHINE, INC. MONEY PURCHASE PLAN

Name: B&H MACHINE, INC. - B & H MACHINE, INC. MONEY PURCHASE PLAN (2016) Form 5500
Creator: B&H MACHINE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B & H MACHINE, INC. MONEY PURCHASE PLAN, B&H MACHINE, INC.

B&H MACHINE, INC.EIN 37-1266436Plan #002PY 2016

251 SOUTHWOODS CENTER, PO BOX 626 - COLUMBIA, IL 62236618-281-3737

Other plans on this EIN

1 filing

#001Retirement-$4.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$492K

+7.7% from 2015

Total participants

+8.3% from 2015

Average account balance

$37,871

-0.6% from 2015

Annual return

3.68%

+0.42 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-101.54%

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 codes2C2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.

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

$37,871

$88,707-57.3%

$74,184-48.9%

$273,972-86.2%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

3.68%

11.94%-8.3pp

17.74%-14.1pp

41.46%-37.8pp

Employer contribution / active EE

$1,661

$3,159-47.4%

$2,370-29.9%

$4,869-65.9%

Participant deferral / active EE

$4,212-100.0%

$3,550-100.0%

$5,287-100.0%

Admin fee / account holder

$8,717-100.0%

$5,586-100.0%

$10,133-100.0%

B & H MACHINE, INC. MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

B & H MACHINE, INC. MONEY PURCHASE 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