Retirement plan

CHAIN INDUSTRIES INC. PENSION & PROFIT SHARING PLAN WITH 401K PROVISIONS

Name: CHAIN INDUSTRIES INC. - CHAIN INDUSTRIES INC. PENSION & PROFIT SHARING PLAN WITH 401K PROVISIONS (2015) Form 5500
Creator: CHAIN INDUSTRIES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAIN INDUSTRIES INC. PENSION & PROFIT SHARING PLAN WITH 401K PROVISIONS, CHAIN INDUSTRIES INC.

CHAIN INDUSTRIES INC.EIN 38-2436142Plan #002PY 2015

C/O 22725 FAIRVIEW CTR DR, STE 100 - FAIRVIEW PARK, OH 44126248-348-7843

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.1M

No prior year

Total participants

No prior year

Average account balance

$119,272

No prior year

Annual return

-1.11%

No prior year

Benchmarks

See 18,780 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,780 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.20M

Not enough data

1 years with asset history on file

Average account balance

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

$226K

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

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2309

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 codes2G2J3H

Plan features

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$284 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.238%

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

$119,272

$113,941+4.7%

$94,229+26.6%

$125,389-4.9%

Participation rate

100.0%

82.9%+17.1pp

78.8%+21.2pp

83.2%+16.8pp

Annual return

-1.11%

5.29%-6.4pp

10.68%-11.8pp

282.24%-283.4pp

Employer contribution / active EE

$1,892

$4,727-60.0%

$3,587-47.2%

$4,866-61.1%

Participant deferral / active EE

$4,162

$5,179-19.6%

$4,320-3.7%

$5,352-22.2%

Admin fee / account holder

$284

$8,392-96.6%

$6,269-95.5%

$9,541-97.0%

CHAIN INDUSTRIES INC. PENSION & PROFIT SHARING PLAN WITH 401K PROVISIONS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAIN INDUSTRIES INC. PENSION & PROFIT SHARING PLAN WITH 401K PROVISIONS

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