Retirement plan

J.S.A.M., INCORPORATED PROFIT SHARING PLAN

Name: J.S.A.M., INCORPORATED - J.S.A.M., INCORPORATED PROFIT SHARING PLAN (2015) Form 5500
Creator: J.S.A.M., INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.S.A.M., INCORPORATED PROFIT SHARING PLAN, J.S.A.M., INCORPORATED

J.S.A.M., INCORPORATEDEIN 38-3022837Plan #003PY 2015

801 SOUTH ADAMS, SUITE 205 - BIRMINGHAM, MI 48009248-723-5154

Other plans on this EIN

1 filing

#002Retirement-$2.0M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$57K

No prior year

Total participants

No prior year

Average account balance

$28,586

No prior year

Annual return

-4.39%

No prior year

Benchmarks

See 2,630 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,630 peers

Snapshot2015

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

Not enough data

0 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

+6.13%

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 codes2E2J3D

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$28,586

$87,016-67.1%

$63,244-54.8%

$125,389-77.2%

Participation rate

100.0%

77.1%+22.9pp

71.0%+29.0pp

83.2%+16.8pp

Annual return

-4.39%

21.71%-26.1pp

-70.31%+65.9pp

282.24%-286.6pp

Employer contribution / active EE

$3,601-100.0%

$2,322-100.0%

$4,866-100.0%

Participant deferral / active EE

$3,939-100.0%

$2,953-100.0%

$5,352-100.0%

Admin fee / account holder

$11,954-100.0%

$5,893-100.0%

$9,541-100.0%

J.S.A.M., INCORPORATED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J.S.A.M., INCORPORATED PROFIT SHARING 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