Retirement plan

POPLAR & MASON LLC SAFE HARBOR 401(K)

Name: POPLAR & MASON LLC - POPLAR & MASON LLC SAFE HARBOR 401(K) (2015) Form 5500
Creator: POPLAR & MASON LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POPLAR & MASON LLC SAFE HARBOR 401(K), POPLAR & MASON LLC

POPLAR & MASON LLCEIN 46-4155898Plan #001PY 2015

145 WESTCHESTER DRIVE - AMHERST, OH 44001LinkedIn1-10 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$215K

No prior year

Total participants

No prior year

Average account balance

$107,584

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 693 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Cohort693 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$931K

Not enough data

1 years with asset history on file

Average account balance

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

$310K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+16.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1335

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 codes2E2G2J2R3B

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$107,584

$227,611-52.7%

$115,037-6.5%

Participation rate

0.0%

70.4%-70.4pp

81.4%-81.4pp

Annual return

0.00%

-2.26%+2.3pp

26.14%-26.1pp

Employer contribution / active EE

$2,567-100.0%

$4,608-100.0%

Participant deferral / active EE

$4,583-100.0%

$6,026-100.0%

Admin fee / account holder

$24,340-100.0%

$8,175-100.0%

POPLAR & MASON LLC SAFE HARBOR 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

POPLAR & MASON LLC SAFE HARBOR 401(K)

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