Retirement plan

THERMAL MODIFICATION TECHNOLOGIES 401(K) PLAN

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

THERMAL MODIFICATION TECHNOLOGIESEIN 46-1898488Plan #001PY 2017

19830 SW TETON AVE. - TUALATIN, OR 97062503-653-1217thermalmodtech.comLinkedIn11-50 employeesmining & metals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$33,316

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

129.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

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

+10.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5668

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 codes2E2G2J2T3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$147 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.385%

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

$33,316

$67,602-50.7%

$82,312-59.5%

$70,126-52.5%

Participation rate

100.0%

72.8%+27.2pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

0.00%

21.57%-21.6pp

25.88%-25.9pp

73.15%-73.1pp

Employer contribution / active EE

$1,992

$1,755+13.5%

$2,428-18.0%

$2,343-15.0%

Participant deferral / active EE

$3,501

$2,987+17.2%

$3,706-5.5%

$3,332+5.1%

Admin fee / account holder

$128

$4,512-97.2%

$5,608-97.7%

$4,645-97.2%

THERMAL MODIFICATION TECHNOLOGIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THERMAL MODIFICATION TECHNOLOGIES 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