Retirement plan

ANSTINE ENTERPRISES, INC. 401(K) PL

Name: ANSTINE ENTERPRISES, INC. - ANSTINE ENTERPRISES, INC. 401(K) PL (2017) Form 5500
Creator: ANSTINE ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANSTINE ENTERPRISES, INC. 401(K) PL, ANSTINE ENTERPRISES, INC.

ANSTINE ENTERPRISES, INC.EIN 43-1572436Plan #001PY 2017

PO BOX 7190 - SHAWNEE MISSION, KS 66207913-648-5526

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+15.3% from 2016

Total participants

-3.4% from 2016

Average account balance

$44,868

+23.8% from 2016

Annual return

9.36%

+4.00 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.41M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

152.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$820

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$245 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.484%

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

$44,868

$99,031-54.7%

$86,597-48.2%

$147,585-69.6%

Participation rate

95.8%

76.3%+19.5pp

73.5%+22.3pp

82.8%+13.0pp

Annual return

9.36%

1312.56%-1303.2pp

964.96%-955.6pp

578.57%-569.2pp

Employer contribution / active EE

$1,002

$3,132-68.0%

$2,840-64.7%

$4,876-79.5%

Participant deferral / active EE

$1,833

$3,972-53.9%

$3,609-49.2%

$5,439-66.3%

Admin fee / account holder

$217

$5,711-96.2%

$4,906-95.6%

$10,885-98.0%

ANSTINE ENTERPRISES, INC. 401(K) PL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANSTINE ENTERPRISES, INC. 401(K) PL

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