Retirement plan

BRIESS INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Name: BRIESS INDUSTRIES, INC. - BRIESS INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BRIESS INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIESS INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN, BRIESS INDUSTRIES, INC.

BRIESS INDUSTRIES, INC.EIN 39-1308315Plan #002PY 2017

625 S. IRISH ROAD, PO BOX 229 - CHILTON, WI 530140229920-849-7711LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$4.8M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed May 5, 2010

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.

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Total assets (EOY)

$20.2M

+23.4% from 2016

Total participants

205

-1.9% from 2016

Average account balance

$99,432

+19.1% from 2016

Annual return

22.35%

+13.85 pp from 2016

Benchmarks

See 935 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort935 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$36.26M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

322

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.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$320

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

Top 2 by compensation

Provider	Service type	Compensation
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315	Recordkeeping	$14,352
LT TRUST COMPANY3+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 20-1591048	Custodial (other than securities); Tr...	$0

Plan features & details

Pension benefit codes3D2E2J2K2F2G3H

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.
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.
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

$3K

$15 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.013%

all-in expense ratio

Categories reported

0 / 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: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$99,432

$50,385+97.3%

$75,501+31.7%

$62,293+59.6%

Participation rate

98.9%

67.7%+31.2pp

72.4%+26.5pp

69.5%+29.4pp

Annual return

22.35%

19.90%+2.5pp

27.35%-5.0pp

28.90%-6.5pp

Employer contribution / active EE

$5,368

$1,537+249.2%

$2,352+128.3%

$2,042+162.9%

Participant deferral / active EE

$4,834

$2,445+97.7%

$3,142+53.8%

$3,169+52.5%

Admin fee / account holder

$13

$384-96.6%

$5,801-99.8%

$479-97.3%

Provider

Service type

Compensation

ALLIANCE BENEFIT GROUP3+ years

Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS

Service code 15 · EIN 37-0899315

Recordkeeping

$14,352

LT TRUST COMPANY3+ years

Filed as: MG TRUST COMPANY

Service code 18 · EIN 20-1591048

Custodial (other than securities); Tr...

BRIESS INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIESS INDUSTRIES, INC. 401(K) PROFIT SHARING 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