Retirement plan

IOWA LIMESTONE COMPANY PROFIT SHARING PLAN

Name: IOWA LIMESTONE COMPANY - IOWA LIMESTONE COMPANY PROFIT SHARING PLAN (2017) Form 5500
Creator: IOWA LIMESTONE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IOWA LIMESTONE COMPANY PROFIT SHARING PLAN, IOWA LIMESTONE COMPANY

IOWA LIMESTONE COMPANYEIN 42-0332760Plan #003PY 2017

3301 106TH CIRCLE - URBANDALE, IA 50322515-243-8106

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$18.4M

+2.7% from 2016

Total participants

131

+6.5% from 2016

Average account balance

$140,087

-3.5% from 2016

Annual return

10.19%

+5.77 pp from 2016

Benchmarks

See 301 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort301 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.76M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

183

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.

91.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.21M

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

+10.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$296

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

$735

$6 / participant

Other / not subdivided$735100.0%

% of EOY assets

0.004%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$140,087

$66,180+111.7%

$118,746+18.0%

$62,293+124.9%

Participation rate

100.0%

71.3%+28.7pp

78.3%+21.7pp

69.5%+30.5pp

Annual return

10.19%

60.89%-50.7pp

24.54%-14.3pp

28.90%-18.7pp

Employer contribution / active EE

$8,708

$3,183+173.6%

$4,193+107.7%

$2,042+326.4%

Participant deferral / active EE

$1,601

$4,247-62.3%

$5,332-70.0%

$3,169-49.5%

Admin fee / account holder

$753-99.3%

$10,720-99.9%

$479-98.8%

IOWA LIMESTONE COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IOWA LIMESTONE COMPANY 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