Retirement plan

CLINTON L ALLEN MONUMENTS, INC. PROFIT SHARING 401(K) PLAN

Name: CLINTON L ALLEN MONUMENTS, INC. - CLINTON L ALLEN MONUMENTS, INC. PROFIT SHARING 401(K) PLAN (2016) Form 5500
Creator: CLINTON L ALLEN MONUMENTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLINTON L ALLEN MONUMENTS, INC. PROFIT SHARING 401(K) PLAN, CLINTON L ALLEN MONUMENTS, INC.

CLINTON L ALLEN MONUMENTS, INC.EIN 44-0665261Plan #002PY 2016

980 SOUTH MAIN STREET - MARYVILLE, MO 64468660-582-4791clintonlallen.comLinkedIn11-50 employeesretail

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$833K

No prior year

Total participants

No prior year

Average account balance

$75,690

No prior year

Annual return

6.08%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.81M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$572

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

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

$1K

$102 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.123%

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

$75,690

$90,486-16.4%

$78,676-3.8%

$273,972-72.4%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

6.08%

75.62%-69.5pp

62.19%-56.1pp

41.46%-35.4pp

Employer contribution / active EE

$2,057

$3,175-35.2%

$2,850-27.8%

$4,869-57.7%

Participant deferral / active EE

$1,718

$3,901-56.0%

$3,517-51.2%

$5,287-67.5%

Admin fee / account holder

$93

$5,263-98.2%

$4,510-97.9%

$10,133-99.1%

CLINTON L ALLEN MONUMENTS, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLINTON L ALLEN MONUMENTS, INC. PROFIT SHARING 401(K) 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