Retirement plan

CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN

Name: CAMBRIDGE BRANDS, INC. - CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN (2017) Form 5500
Creator: CAMBRIDGE BRANDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN, CAMBRIDGE BRANDS, INC.

CAMBRIDGE BRANDS, INC.EIN 39-3909175Plan #001PY 2017

7401 S. CICERO AVENUE - CHICAGO, IL 60629773-838-3470

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.6M

+16.6% from 2016

Total participants

233

+6.4% from 2016

Average account balance

$79,767

+0.8% from 2016

Annual return

14.56%

+8.65 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

$25.27M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

243

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

$1.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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 codes2E2F2G2J3D

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.
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.

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: SASSETTI LLC
Auditor EIN: 362239746
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,767

$50,385+58.3%

$75,501+5.7%

$62,293+28.1%

Participation rate

93.9%

67.7%+26.2pp

72.4%+21.5pp

69.5%+24.4pp

Annual return

14.56%

19.90%-5.3pp

27.35%-12.8pp

28.90%-14.3pp

Employer contribution / active EE

$3,274

$1,537+113.0%

$2,352+39.2%

$2,042+60.3%

Participant deferral / active EE

$2,893

$2,445+18.3%

$3,142-7.9%

$3,169-8.7%

Admin fee / account holder

$384-100.0%

$5,801-100.0%

$479-100.0%

CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion