Retirement plan

MEISTER COOK, LLC 401(K) PROFIT SHARING PLAN

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

MEISTER COOK, LLCEIN 41-2222223Plan #001PY 2017

5316 HOPKINTON DRIVE - FORT WAYNE, IN 46814260-233-0255

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$373K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

13.71%

No prior year

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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.

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

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$150,447-100.0%

$136,298-100.0%

$147,586-100.0%

Participation rate

0.0%

84.4%-84.4pp

81.9%-81.9pp

82.8%-82.8pp

Annual return

13.71%

1049.15%-1035.4pp

5156.27%-5142.6pp

578.59%-564.9pp

Employer contribution / active EE

$3,869

$5,256-26.4%

$4,696-17.6%

$4,876-20.7%

Participant deferral / active EE

$16,625

$6,631+150.7%

$6,247+166.1%

$5,439+205.7%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

MEISTER COOK, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MEISTER COOK, LLC 401(K) PROFIT SHARING 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