Retirement plan

SENSORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: SENSORS, INC. - SENSORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: SENSORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SENSORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, SENSORS, INC.

SENSORS, INC.EIN 38-3119484Plan #002PY 2018

6812 SOUTH STATE RD. - SALINE, MI 481768708734-429-2100sensors-inc.comLinkedIn51-200 employeesmedical devices

Other plans on this EIN

1 filing

#001Retirement-$9.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.9M

+85.1% from 2017

Total participants

132

+3.9% from 2017

Average account balance

$74,706

+78.1% from 2017

Annual return

71.54%

-22.50 pp from 2017

Benchmarks

See 14,949 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,949 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.22M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

124

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

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+13.83%

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

1 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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

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

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: UHY, LLP
Auditor EIN: 200469440
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$74,706

$62,589+19.4%

$76,768-2.7%

$64,173+16.4%

Participation rate

100.0%

72.8%+27.2pp

77.0%+23.0pp

69.6%+30.4pp

Annual return

71.54%

-1.95%+73.5pp

2.43%+69.1pp

7.63%+63.9pp

Employer contribution / active EE

$9,510

$1,832+419.1%

$2,485+282.7%

$2,381+299.4%

Participant deferral / active EE

$3,145-100.0%

$3,852-100.0%

$3,470-100.0%

Admin fee / account holder

$4,667-100.0%

$6,675-100.0%

$4,887-100.0%

SENSORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SENSORS, INC. EMPLOYEE STOCK OWNERSHIP 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