Retirement plan

ELLISON DISTRIBUTING, INC. 401(K) PLAN

Name: ELLISON DISTRIBUTING, INC. - ELLISON DISTRIBUTING, INC. 401(K) PLAN (2016) Form 5500
Creator: ELLISON DISTRIBUTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELLISON DISTRIBUTING, INC. 401(K) PLAN, ELLISON DISTRIBUTING, INC.

ELLISON DISTRIBUTING, INC.EIN 45-0831243Plan #001PY 2016

P.O. BOX 397 - HUNTINGBURG, IN 47542812-683-4353ellisondistributing.comLinkedIn1-10 employeeswholesale

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$512K

+13.3% from 2015

Total participants

+25.0% from 2015

Average account balance

$51,176

-9.3% from 2015

Annual return

8.22%

+8.82 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$175K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

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

+9.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$533

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 codes2E2F2G2J3D

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.
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.

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

$51,176

$136,307-62.5%

$106,619-52.0%

$273,972-81.3%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

8.22%

11.05%-2.8pp

9.42%-1.2pp

41.46%-33.2pp

Employer contribution / active EE

$4,604

$5,190-11.3%

$3,947+16.7%

$4,869-5.4%

Participant deferral / active EE

$4,969-100.0%

$3,930-100.0%

$5,287-100.0%

Admin fee / account holder

$8,625-100.0%

$6,418-100.0%

$10,133-100.0%

ELLISON DISTRIBUTING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ELLISON DISTRIBUTING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion