Retirement plan

NEBCO, INC. SALARIED PROFIT SHARING PLAN

Name: NEBCO, INC. - NEBCO, INC. SALARIED PROFIT SHARING PLAN (2015) Form 5500
Creator: NEBCO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBCO, INC. SALARIED PROFIT SHARING PLAN, NEBCO, INC.

NEBCO, INC.EIN 47-0368489Plan #003PY 2015

P. O. BOX 80268 - LINCOLN, NE 68501402-434-1212nebcoinc.comLinkedIn501-1000 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$54.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.3M

No prior year

Total participants

125

No prior year

Average account balance

$93,674

No prior year

Annual return

0.56%

No prior year

Benchmarks

See 1,746 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,746 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.05M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

163

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.

80.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74

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 codes2E2F2G2T3B3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$464K

$4598 / participant

Other / not subdivided$464K100.0%

% of EOY assets

4.097%

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

$93,674

$53,412+75.4%

$68,509+36.7%

$52,331+79.0%

Participation rate

96.0%

71.7%+24.4pp

74.7%+21.3pp

68.1%+27.9pp

Annual return

0.56%

3.42%-2.9pp

8.27%-7.7pp

4.54%-4.0pp

Employer contribution / active EE

$6,151

$1,607+282.7%

$2,278+170.0%

$1,882+226.9%

Participant deferral / active EE

$2,688-100.0%

$3,382-100.0%

$3,022-100.0%

Admin fee / account holder

$3,838

$461+732.7%

$5,275-27.2%

$592+548.7%

NEBCO, INC. SALARIED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBCO, INC. SALARIED PROFIT SHARING 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