Retirement plan

GILSON, INC. EMPLOYEES RETIREMENT PLAN

Name: GILSON, INC. - GILSON, INC. EMPLOYEES RETIREMENT PLAN (2018) Form 5500
Creator: GILSON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GILSON, INC. EMPLOYEES RETIREMENT PLAN, GILSON, INC.

GILSON, INC.EIN 39-1081537Plan #001PY 2018

PO BOX 620828 - MIDDLETON, WI 53562608-836-1551gilson.comLinkedIn501-1000 employeesbiotechnology

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 31, 1995

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$28.4M

-2.2% from 2017

Total participants

214

+8.1% from 2017

Average account balance

$139,057

-8.0% from 2017

Annual return

-5.80%

-23.71 pp from 2017

Benchmarks

See 4,210 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,210 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.99M

Not enough data

1 years with asset history on file

Average account balance

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

$217K

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.

226

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.

94.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+22.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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

Top 8 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346	Recordkeeping	$6,915
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$6,054
DST ASSET MANAGER SOLUTIONS, INC.1 year Service code 60 · EIN 02-2668406	Sub-TA Fees	$0
DST ASSET MANAGER SOLUTIONS, INC.1 year Filed as: DST SYSTEMS INC Service code 60 · EIN 43-1581814	Sub-TA Fees	$0
GEMINI FUND SERVICES, LLC1 year Service code 60 450 WIRELESS BLVD. · HAUPPAUGE, NY 11788	Sub-TA Fees	$0
JANUS HENDERSON1 year Filed as: JANUS SERVICES LLC Service code 60 · EIN 43-1804048	Sub-TA Fees	$0
MFS INVESTMENT MANAGEMENT1 year Filed as: MFS SERVICE CENTER INC. Service code 60 · EIN 04-2865649	Sub-TA Fees	$0
OFI GLOBAL TRUST COMPANY1 year Filed as: OFI GLOBAL ASSET MANAGEMENT, INC. Service code 60 · EIN 02-2668406 225 LIBERTY STREET · NEW YORK, NY 10281	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2G2J2K3D2E3H2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$7K

$45 / participant

Contract admin$7K100.0%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KMA BODILLY CPAS & CONSULTANTS SC
Auditor EIN: 452904270
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$139,057

$59,186+134.9%

$76,766+81.1%

$56,287+147.1%

Participation rate

93.5%

75.2%+18.3pp

77.0%+16.5pp

69.9%+23.7pp

Annual return

-5.80%

6.62%-12.4pp

2.43%-8.2pp

-9.96%+4.2pp

Employer contribution / active EE

$3,912

$1,759+122.5%

$2,485+57.4%

$2,111+85.3%

Participant deferral / active EE

$7,233

$3,255+122.2%

$3,851+87.8%

$3,350+115.9%

Admin fee / account holder

$34

$489-93.1%

$6,675-99.5%

$521-93.5%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC

Service code 15 · EIN 01-0233346

Recordkeeping

$6,915

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$6,054

DST ASSET MANAGER SOLUTIONS, INC.1 year

Service code 60 · EIN 02-2668406

Sub-TA Fees

DST ASSET MANAGER SOLUTIONS, INC.1 year

Filed as: DST SYSTEMS INC

Service code 60 · EIN 43-1581814

Sub-TA Fees

GEMINI FUND SERVICES, LLC1 year

Service code 60

450 WIRELESS BLVD. · HAUPPAUGE, NY 11788

Sub-TA Fees

JANUS HENDERSON1 year

Filed as: JANUS SERVICES LLC

Service code 60 · EIN 43-1804048

Sub-TA Fees

MFS INVESTMENT MANAGEMENT1 year

Filed as: MFS SERVICE CENTER INC.

Service code 60 · EIN 04-2865649

Sub-TA Fees

OFI GLOBAL TRUST COMPANY1 year

Filed as: OFI GLOBAL ASSET MANAGEMENT, INC.

Service code 60 · EIN 02-2668406

225 LIBERTY STREET · NEW YORK, NY 10281

Sub-TA Fees

GILSON, INC. EMPLOYEES RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GILSON, INC. EMPLOYEES RETIREMENT PLAN

Top hat statement on fileNQDC

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