Retirement plan

CAMSHAFT ACQUISITION, INC. NON-UNION RETIREMENT PLAN

Name: CAMSHAFT ACQUISITION INC. - CAMSHAFT ACQUISITION, INC. NON-UNION RETIREMENT PLAN (2016) Form 5500
Creator: CAMSHAFT ACQUISITION INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMSHAFT ACQUISITION, INC. NON-UNION RETIREMENT PLAN, CAMSHAFT ACQUISITION INC.

CAMSHAFT ACQUISITION INC.EIN 47-1209750Plan #001PY 2016

717 WOODWORTH RD. - JACKSON, MI 49202517-787-2040

Other plans on this EIN

1 filing

#002Retirement-$402K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$581K

No prior year

Total participants

No prior year

Average account balance

$48,416

No prior year

Annual return

22.04%

No prior year

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.01M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

68.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$278K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4564

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 codes2E2F2G2J3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$160 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.358%

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

$48,416

$88,707-45.4%

$74,184-34.7%

$273,972-82.3%

Participation rate

84.6%

79.4%+5.2pp

76.6%+8.0pp

83.0%+1.6pp

Annual return

22.04%

11.94%+10.1pp

17.74%+4.3pp

41.46%-19.4pp

Employer contribution / active EE

$1,879

$3,159-40.5%

$2,370-20.7%

$4,869-61.4%

Participant deferral / active EE

$5,093

$4,212+20.9%

$3,550+43.5%

$5,287-3.7%

Admin fee / account holder

$173

$8,717-98.0%

$5,586-96.9%

$10,133-98.3%

CAMSHAFT ACQUISITION, INC. NON-UNION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMSHAFT ACQUISITION, INC. NON-UNION RETIREMENT 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