Retirement plan

3LS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: 3LS, INC. - 3LS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: 3LS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 3LS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, 3LS, INC.

3LS, INC.EIN 47-3407777Plan #003PY 2017

301 S. PERIMETER PARK DRIVE, SUITE 200 - NASHVILLE, TN 37211615-726-36033ls.comLinkedIn11-50 employeescivic & social organization

Other plans on this EIN

1 filing

#001Retirement-$9.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$35M

No prior year

Total participants

858

No prior year

Average account balance

$40,814

No prior year

Annual return

72.56%

No prior year

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$143.45M

Not enough data

1 years with asset history on file

Average account balance

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

$248K

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.

578

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.68M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+5.64%

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 codes2P2Q3H3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PATTERSON, HARDEE & BALLENTINE PC
Auditor EIN: 450784806
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,814

$46,173-11.6%

$170,435-76.1%

$69,631-41.4%

Participation rate

100.0%

63.9%+36.1pp

83.6%+16.4pp

70.7%+29.3pp

Annual return

72.56%

21.62%+50.9pp

205.94%-133.4pp

27571.02%-27498.5pp

Employer contribution / active EE

$5,845

$1,610+263.1%

$5,432+7.6%

$2,032+187.6%

Participant deferral / active EE

$2,080-100.0%

$4,939-100.0%

$3,224-100.0%

Admin fee / account holder

$116-100.0%

$13,881-100.0%

$110-100.0%

3LS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

3LS, INC. EMPLOYEE STOCK OWNERSHIP 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