Retirement plan

ELEMENTAL SCIENTIFIC 401(K) PROFIT SHARING PLAN

Name: ELEMENTAL SCIENTIFIC, INC. - ELEMENTAL SCIENTIFIC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: ELEMENTAL SCIENTIFIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELEMENTAL SCIENTIFIC 401(K) PROFIT SHARING PLAN, ELEMENTAL SCIENTIFIC, INC.

ELEMENTAL SCIENTIFIC, INC.EIN 39-1933901Plan #001PY 2018

7277 WORLD COMMUNICATIONS DRIVE - OMAHA, NE 68122402-991-7800icpms.comLinkedIn201-500 employeessemiconductors

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$6.9M

+8.2% from 2017

Total participants

132

+25.7% from 2017

Average account balance

$52,010

-13.9% from 2017

Annual return

-7.06%

-35.17 pp from 2017

Benchmarks

See 4,209 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,209 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.24M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

241

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

$2.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$303

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 codes2E2G2J3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$31K

$290 / participant

Other / not subdivided$31K100.0%

% of EOY assets

0.453%

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

$52,010

$59,191-12.1%

$76,767-32.2%

$56,289-7.6%

Participation rate

100.0%

75.2%+24.8pp

77.0%+23.0pp

69.9%+30.1pp

Annual return

-7.06%

6.62%-13.7pp

2.43%-9.5pp

-9.96%+2.9pp

Employer contribution / active EE

$2,998

$1,759+70.4%

$2,485+20.6%

$2,111+42.0%

Participant deferral / active EE

$6,303

$3,255+93.6%

$3,852+63.6%

$3,350+88.2%

Admin fee / account holder

$235

$489-51.9%

$6,675-96.5%

$521-54.8%

ELEMENTAL SCIENTIFIC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELEMENTAL SCIENTIFIC 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