Retirement plan

AMERICAN BOX & TAPE CO 401(K) PROFIT SHARING PLAN & TRUST

Name: AMERICAN BOX & TAPE CO - AMERICAN BOX & TAPE CO 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: AMERICAN BOX & TAPE CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN BOX & TAPE CO 401(K) PROFIT SHARING PLAN & TRUST, AMERICAN BOX & TAPE CO

AMERICAN BOX & TAPE COEIN 43-1058854Plan #001PY 2024

23128 W 43RD ST - SHAWNEE, KS 662262202913-208-8314amboxkc.comLinkedIn51-200 employeespackaging and containers

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$1.1M

+67.5% from 2023

Total participants

+56.9% from 2023

Average account balance

$13,876

+12.4% from 2023

Annual return

56.13%

+34.08 pp from 2023

Benchmarks

See 9,342 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,342 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

135.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+56.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1773

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$135K

$2406 / participant

Other / not subdivided$135K100.0%

% of EOY assets

12.777%

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

$13,876

$71,208-80.5%

$93,681-85.2%

$80,911-82.8%

Participation rate

92.9%

60.4%+32.5pp

68.7%+24.1pp

67.6%+25.2pp

Annual return

56.13%

11.27%+44.9pp

133.47%-77.3pp

35.63%+20.5pp

Employer contribution / active EE

$1,865

$1,564+19.2%

$2,422-23.0%

$2,756-32.3%

Participant deferral / active EE

$1,817

$4,035-55.0%

$4,415-58.8%

$4,297-57.7%

Admin fee / account holder

$1,773

$6,951-74.5%

$8,290-78.6%

$6,935-74.4%

AMERICAN BOX & TAPE CO 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN BOX & TAPE CO 401(K) PROFIT SHARING PLAN & 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