Retirement plan

AMERICAN GENERAL LOGISTICS, INC. RETIREMENT PLAN

Name: AMERICAN GENERAL LOGISTICS, INC. - AMERICAN GENERAL LOGISTICS, INC. RETIREMENT PLAN (2019) Form 5500
Creator: AMERICAN GENERAL LOGISTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN GENERAL LOGISTICS, INC. RETIREMENT PLAN, AMERICAN GENERAL LOGISTICS, INC.

AMERICAN GENERAL LOGISTICS, INC.EIN 46-2966763Plan #001PY 2019

100 S CITRUS AVE STE 105 - COVINA, CA 917232698626-430-6566ouragl.comLinkedIn11-50 employeeslogistics and supply chain

Other plans on this EIN

1 filing

#002Retirement-$200K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$249K

+28.6% from 2018

Total participants

0.0% from 2018

Average account balance

$49,747

+28.6% from 2018

Annual return

14.85%

+10.94 pp from 2018

Benchmarks

See 6,730 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,730 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$666K

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+9.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5549

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

$49,747

$96,508-48.5%

$75,901-34.5%

$152,897-67.5%

Participation rate

100.0%

76.2%+23.8pp

69.3%+30.7pp

82.5%+17.5pp

Annual return

14.85%

33.99%-19.1pp

30.76%-15.9pp

345.43%-330.6pp

Employer contribution / active EE

$1,826

$3,310-44.8%

$2,501-27.0%

$4,764-61.7%

Participant deferral / active EE

$3,498

$4,554-23.2%

$3,603-2.9%

$5,851-40.2%

Admin fee / account holder

$8,081-100.0%

$5,420-100.0%

$11,599-100.0%

AMERICAN GENERAL LOGISTICS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AMERICAN GENERAL LOGISTICS, INC. RETIREMENT 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