Retirement plan

EXCELSIOR PLASTICS INDUSTRIES, INC. PROFIT SHARING PLAN

Name: EXCELSIOR PLASTICS INDUSTRIES, INC. - EXCELSIOR PLASTICS INDUSTRIES, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: EXCELSIOR PLASTICS INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXCELSIOR PLASTICS INDUSTRIES, INC. PROFIT SHARING PLAN, EXCELSIOR PLASTICS INDUSTRIES, INC.

EXCELSIOR PLASTICS INDUSTRIES, INC.EIN 44-0668374Plan #001PY 2018

201 S. MCCLEARY RD - EXCELSIOR SPRINGS, MO 64024816-637-4720epi-1.comLinkedIn11-50 employeesplastics

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

+6.9% from 2017

Total participants

0.0% from 2017

Average account balance

$407,168

+6.9% from 2017

Annual return

6.30%

-1.84 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.55M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

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

+9.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$465

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$17K

$2069 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.407%

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

$407,168

$99,032+311.1%

$80,022+408.8%

$135,380+200.8%

Participation rate

100.0%

78.4%+21.6pp

75.8%+24.2pp

82.6%+17.4pp

Annual return

6.30%

15.39%-9.1pp

11.22%-4.9pp

519.81%-513.5pp

Employer contribution / active EE

$1,527

$3,043-49.8%

$2,468-38.1%

$4,779-68.0%

Participant deferral / active EE

$1,575

$4,282-63.2%

$3,686-57.3%

$5,609-71.9%

Admin fee / account holder

$1,655

$10,436-84.1%

$6,521-74.6%

$10,828-84.7%

EXCELSIOR PLASTICS INDUSTRIES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXCELSIOR PLASTICS INDUSTRIES, INC. 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