Retirement plan

OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: OGDEN FORKLIFTS, INC. - OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: OGDEN FORKLIFTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, OGDEN FORKLIFTS, INC.

OGDEN FORKLIFTS, INC.EIN 46-4423610Plan #002PY 2015

4780 MENDEL CT., S.W. - ATLANTA, GA 30336404-696-0566ogdenforklifts.comLinkedIn11-50 employeesmachinery

Other plans on this EIN

1 filing

#001Retirement-$1.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

No prior year

Total participants

No prior year

Average account balance

$119,591

No prior year

Annual return

270.00%

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

$35.52M

Not enough data

1 years with asset history on file

Average account balance

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

$242K

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.

147

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

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

-26.56%

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

1 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 codes2E2P3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$140K

$6664 / participant

Other / not subdivided$140K100.0%

% of EOY assets

5.088%

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

$119,591

$78,694+52.0%

$67,652+76.8%

$125,389-4.6%

Participation rate

100.0%

78.8%+21.2pp

75.7%+24.3pp

83.2%+16.8pp

Annual return

270.00%

9.46%+260.5pp

6625.40%-6355.4pp

282.24%-12.2pp

Employer contribution / active EE

$14,694

$3,044+382.8%

$2,266+548.6%

$4,866+202.0%

Participant deferral / active EE

$4,292-100.0%

$3,560-100.0%

$5,352-100.0%

Admin fee / account holder

$6,085

$7,403-17.8%

$4,821+26.2%

$9,541-36.2%

OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP 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