Retirement plan

JOHNSTOWN FOUNDRY CASTINGS, INC. 401(K) PROFIT SHARING PLAN

Name: JOHNSTOWN FOUNDRY CASTINGS, INC. - JOHNSTOWN FOUNDRY CASTINGS, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: JOHNSTOWN FOUNDRY CASTINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSTOWN FOUNDRY CASTINGS, INC. 401(K) PROFIT SHARING PLAN, JOHNSTOWN FOUNDRY CASTINGS, INC.

JOHNSTOWN FOUNDRY CASTINGS, INC.EIN 46-2711017Plan #001PY 2015

548 HORNER STREET - JOHNSTOWN, PA 15902814-539-8840LinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$289K

No prior year

Total participants

No prior year

Average account balance

$289,442

No prior year

Annual return

21.56%

No prior year

Benchmarks

See 18,068 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort18,068 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$205K

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176036

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 codes2E2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$289,442

$78,694+267.8%

$67,652+327.8%

$125,389+130.8%

Participation rate

50.0%

78.8%-28.8pp

75.7%-25.7pp

83.2%-33.2pp

Annual return

21.56%

9.46%+12.1pp

6625.40%-6603.8pp

282.24%-260.7pp

Employer contribution / active EE

$3,044-100.0%

$2,266-100.0%

$4,866-100.0%

Participant deferral / active EE

$4,292-100.0%

$3,560-100.0%

$5,352-100.0%

Admin fee / account holder

$7,403-100.0%

$4,821-100.0%

$9,541-100.0%

JOHNSTOWN FOUNDRY CASTINGS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOHNSTOWN FOUNDRY CASTINGS, INC. 401(K) PROFIT SHARING 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