Retirement plan

PACKER FASTENER & SUPPLY 401(K) PLAN

Name: PACKER FASTENER & SUPPLY COMPANY - PACKER FASTENER & SUPPLY 401(K) PLAN (2015) Form 5500
Creator: PACKER FASTENER & SUPPLY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACKER FASTENER & SUPPLY 401(K) PLAN, PACKER FASTENER & SUPPLY COMPANY

PACKER FASTENER & SUPPLY COMPANYEIN 39-1929539Plan #001PY 2015

728 LOMBARDI AVE - GREEN BAY, WI 54304920-432-7070LinkedIn11-50 employeesconsumer goods

Prospect flagsLow assets / participant

Top hat statement on fileNQDC

Filed April 9, 2019

Plan administrator

Plan administrator name— Sign in and upgrade to view

728 Lombardi Ave.

Green Bay State: WI Zip Code: 54304

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Plans declared (1)

2019 Stock Appreciation Rights Plan of Packer Fastener & Supply, Inc.3 emp

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Total assets (EOY)

$666K

No prior year

Total participants

No prior year

Average account balance

$24,649

No prior year

Annual return

4.82%

No prior year

Benchmarks

See 8,334 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort8,334 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.07M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

249

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.42M

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

+23.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$183

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

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 codes2E2F2T2G3D2J

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$722

$20 / participant

Other / not subdivided$722100.0%

% of EOY assets

0.108%

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

$24,649

$65,704-62.5%

$94,229-73.8%

$59,633-58.7%

Participation rate

73.0%

72.1%+0.9pp

78.8%-5.8pp

68.7%+4.3pp

Annual return

4.82%

5.22%-0.4pp

10.68%-5.9pp

2041.45%-2036.6pp

Employer contribution / active EE

$1,208

$2,021-40.2%

$3,587-66.3%

$2,203-45.2%

Participant deferral / active EE

$2,269

$3,143-27.8%

$4,320-47.5%

$3,192-28.9%

Admin fee / account holder

$27

$4,265-99.4%

$6,269-99.6%

$4,297-99.4%

PACKER FASTENER & SUPPLY 401(K) 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

PACKER FASTENER & SUPPLY 401(K) 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