Retirement plan

ZELAZOSKI WOOD PRODUCTS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Name: ZELAZOSKI WOOD PRODUCTS, INC. - ZELAZOSKI WOOD PRODUCTS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: ZELAZOSKI WOOD PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZELAZOSKI WOOD PRODUCTS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN, ZELAZOSKI WOOD PRODUCTS, INC.

ZELAZOSKI WOOD PRODUCTS, INC.EIN 39-0932659Plan #001PY 2020

835 NINTH AVENUE, P.O. BOX 506 - ANTIGO, WI 54409715-627-4804zwpi.comLinkedIn1-10 employeespaper & forest products

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.4M

+17.2% from 2019

Total participants

-20.8% from 2019

Average account balance

$189,824

+23.7% from 2019

Annual return

14.10%

-7.69 pp from 2019

Benchmarks

See 8,255 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,255 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.17M

Not enough data

1 years with asset history on file

Average account balance

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

$244K

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55263

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$82

$5 / participant

Other / not subdivided$82100.0%

% of EOY assets

0.002%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$189,824

$118,680+59.9%

$98,907+91.9%

$158,922+19.4%

Participation rate

94.1%

77.8%+16.3pp

76.0%+18.1pp

82.0%+12.2pp

Annual return

14.10%

372.35%-358.3pp

196.43%-182.3pp

302.83%-288.7pp

Employer contribution / active EE

$2,006

$3,333-39.8%

$2,689-25.4%

$4,761-57.9%

Participant deferral / active EE

$3,350

$5,088-34.2%

$4,244-21.1%

$5,982-44.0%

Admin fee / account holder

$10,131-100.0%

$6,642-99.9%

$11,246-100.0%

ZELAZOSKI WOOD PRODUCTS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZELAZOSKI WOOD PRODUCTS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

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