Retirement plan

FOAM SUPPLIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: FOAM SUPPLIES, INC. - FOAM SUPPLIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: FOAM SUPPLIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOAM SUPPLIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, FOAM SUPPLIES, INC.

FOAM SUPPLIES, INC.EIN 43-0995595Plan #002PY 2020

13389 LAKEFRONT DR - EARTH CITY, MO 63045314-344-3330

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.8M

+14.6% from 2019

Total participants

124

-0.8% from 2019

Average account balance

$118,842

+15.6% from 2019

Annual return

16.64%

-8.44 pp from 2019

Benchmarks

See 1,895 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,895 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$20.78M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

129

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.48M

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

+15.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$577

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
AMERIPRISE FINANCIAL SERVICES INC1 year Service code 55 · EIN 38-1961943	Other Commissions	$28,745
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 60 · EIN 04-2647786	Sub-TA Fees	$425

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$425

$4 / participant

Other / not subdivided$425100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BKD LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$118,842

$70,908+67.6%

$98,907+20.2%

$73,488+61.7%

Participation rate

92.8%

73.8%+19.0pp

76.0%+16.8pp

70.7%+22.1pp

Annual return

16.64%

34.17%-17.5pp

196.43%-179.8pp

28.51%-11.9pp

Employer contribution / active EE

$2,955

$2,036+45.1%

$2,689+9.9%

$2,270+30.2%

Participant deferral / active EE

$6,254

$3,500+78.7%

$4,244+47.4%

$3,740+67.3%

Admin fee / account holder

$535-99.3%

$6,642-99.9%

$513-99.3%

Provider

Service type

Compensation

AMERIPRISE FINANCIAL SERVICES INC1 year

Service code 55 · EIN 38-1961943

Other Commissions

$28,745

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 60 · EIN 04-2647786

Sub-TA Fees

$425

FOAM SUPPLIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOAM SUPPLIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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