Retirement plan

VANTAGEPOINT INDUSTRIES, LLC 401K PLAN

Name: VANTAGEPOINT INDUSTRIES, LLC - VANTAGEPOINT INDUSTRIES, LLC 401K PLAN (2017) Form 5500
Creator: VANTAGEPOINT INDUSTRIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VANTAGEPOINT INDUSTRIES, LLC 401K PLAN, VANTAGEPOINT INDUSTRIES, LLC

VANTAGEPOINT INDUSTRIES, LLCEIN 46-1250192Plan #002PY 2017

895 SOUTH ROCKEFELLER AVE., STE 104 - ONTARIO, CA 91761909-476-3568

Other plans on this EIN

1 filing

#001Retirement-$2.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$822K

+47.0% from 2016

Total participants

0.0% from 2016

Average account balance

$164,381

+47.0% from 2016

Annual return

20.36%

+12.29 pp from 2016

Benchmarks

See 22,203 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,203 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.95M

Not enough data

1 years with asset history on file

Average account balance

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

$791K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$231K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$58K

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

+16.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$164,381

$144,124+14.1%

$117,857+39.5%

$147,585+11.4%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

20.36%

531.17%-510.8pp

335.09%-314.7pp

578.56%-558.2pp

Employer contribution / active EE

$9,360

$4,897+91.2%

$3,786+147.2%

$4,876+91.9%

Participant deferral / active EE

$20,400

$5,316+283.7%

$4,482+355.2%

$5,439+275.1%

Admin fee / account holder

$10,886-100.0%

$8,020-100.0%

$10,885-100.0%

VANTAGEPOINT INDUSTRIES, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VANTAGEPOINT INDUSTRIES, LLC 401K 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