Retirement plan

BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN

Name: BLIFFERT LUMBER & FUEL COMPANY INC. - BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: BLIFFERT LUMBER & FUEL COMPANY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN, BLIFFERT LUMBER & FUEL COMPANY INC.

BLIFFERT LUMBER & FUEL COMPANY INC.EIN 39-0170225Plan #002PY 2016

1014 E. CHAMBERS STREET - MILWAUKEE, WI 53212414-762-9090LinkedIn11-50 employeesretail

Prospect flagsRecently reached 100 employees

Top hat statement on fileNQDC

Filed December 23, 2024 (most recent of 2 filings on file)

Plan administrator

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6826 South 13th Street

Oak Creek, WI 53154

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Plans declared (1)

Supplemental Executive Retirement Plan1 emp

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Total assets (EOY)

$4.8M

+18.3% from 2015

Total participants

117

+6.4% from 2015

Average account balance

$43,202

+4.5% from 2015

Annual return

7.65%

-27.35 pp from 2015

Benchmarks

See 2,366 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,366 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.43M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

423

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.

91.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.83M

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

+19.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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

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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 codes2E2G2J3D2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$19K

$162 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.387%

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

$43,202

$63,924-32.4%

$108,582-60.2%

$55,167-21.7%

Participation rate

94.8%

74.3%+20.4pp

79.6%+15.2pp

69.0%+25.8pp

Annual return

7.65%

15.31%-7.7pp

-51.70%+59.3pp

169.23%-161.6pp

Employer contribution / active EE

$2,209

$1,879+17.6%

$3,758-41.2%

$1,963+12.6%

Participant deferral / active EE

$1,691

$3,067-44.9%

$4,311-60.8%

$3,054-44.6%

Admin fee / account holder

$167

$618-72.9%

$7,645-97.8%

$504-66.8%

BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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