Retirement plan

HILLSBORO TELEPHONE COMPANY PROFIT SHARING PLAN & TRUST

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

HILLSBORO TELEPHONE COMPANYEIN 39-0907995Plan #002PY 2016

121 MILL STREET - HILLSBORO, WI 54634608-489-3230hillsborotel.comLinkedIn1-10 employeescomputer networking

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+17.2% from 2015

Total participants

0.0% from 2015

Average account balance

$253,944

+17.2% from 2015

Annual return

12.53%

+11.47 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

$2.62M

Not enough data

1 years with asset history on file

Average account balance

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

$374K

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

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17966

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 codes2E2F2G3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$253,944

$88,707+186.3%

$74,184+242.3%

$273,972-7.3%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

12.53%

11.94%+0.6pp

17.74%-5.2pp

41.46%-28.9pp

Employer contribution / active EE

$10,193

$3,159+222.6%

$2,370+330.0%

$4,869+109.3%

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%

HILLSBORO TELEPHONE COMPANY PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HILLSBORO TELEPHONE COMPANY PROFIT SHARING PLAN & TRUST

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