Retirement plan

LIGHTNING EXPRESS DELIVERY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: LIGHTNING EXPRESS DELIVERY SERVICE FITZPATRICK - LIGHTNING EXPRESS DELIVERY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2023) Form 5500
Creator: LIGHTNING EXPRESS DELIVERY SERVICE FITZPATRICK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIGHTNING EXPRESS DELIVERY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST, LIGHTNING EXPRESS DELIVERY SERVICE FITZPATRICK

LIGHTNING EXPRESS DELIVERY SERVICE FITZPATRICKEIN 46-0466641Plan #001PY 2023

144 MAIN STREET - GARDINER, NY 12525845-883-4343LinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$504K

+49.6% from 2022

Total participants

+10.7% from 2022

Average account balance

$16,248

-17.9% from 2022

Annual return

19.35%

+36.86 pp from 2022

Benchmarks

See 9,381 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,381 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$683K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$350

$16 / participant

Other / not subdivided$350100.0%

% of EOY assets

0.069%

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

$16,248

$85,060-80.9%

$70,565-77.0%

$139,487-88.4%

Participation rate

100.0%

73.9%+26.1pp

68.4%+31.6pp

80.3%+19.7pp

Annual return

19.35%

30.39%-11.0pp

32.79%-13.4pp

373.84%-354.5pp

Employer contribution / active EE

$1,125

$3,912-71.2%

$2,976-62.2%

$4,755-76.3%

Participant deferral / active EE

$3,508

$5,891-40.5%

$4,568-23.2%

$6,713-47.7%

Admin fee / account holder

$11

$8,932-99.9%

$6,430-99.8%

$11,407-99.9%

LIGHTNING EXPRESS DELIVERY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIGHTNING EXPRESS DELIVERY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND 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