Retirement plan

WILTON CORPORATION 401K PROFIT SHARING PLAN AND TRUST

Name: WILTON CORPORATION - WILTON CORPORATION 401K PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: WILTON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILTON CORPORATION 401K PROFIT SHARING PLAN AND TRUST, WILTON CORPORATION

WILTON CORPORATIONEIN 52-0972255Plan #002PY 2015

2925 INDUSTRIAL PARK DR - FINKSBURG, MD 210482311410-833-8500

Other plans on this EIN

1 filing

#003Retirement-$926K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

No prior year

Total participants

No prior year

Average account balance

$237,427

No prior year

Annual return

0.28%

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

$6.33M

Not enough data

1 years with asset history on file

Average account balance

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

$395K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+13.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1324

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 codes2E2G2J2T3D

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.
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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$328 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.126%

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

$237,427

$78,694+201.7%

$67,652+251.0%

$125,389+89.4%

Participation rate

100.0%

78.8%+21.2pp

75.7%+24.3pp

83.2%+16.8pp

Annual return

0.28%

9.46%-9.2pp

6625.40%-6625.1pp

282.24%-282.0pp

Employer contribution / active EE

$10,356

$3,044+240.2%

$2,266+357.1%

$4,866+112.8%

Participant deferral / active EE

$5,120

$4,292+19.3%

$3,560+43.8%

$5,352-4.3%

Admin fee / account holder

$298

$7,403-96.0%

$4,821-93.8%

$9,541-96.9%

WILTON CORPORATION 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILTON CORPORATION 401K PROFIT SHARING PLAN AND TRUST

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