Retirement plan

CAMDEN COTTONBALL COMPANY INC 401 K PROFIT SHARING PLAN TRUST

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

CAMDEN COTTONBALL COMPANY INCEIN 52-2025059Plan #001PY 2015

2700 12TH ST - SARASOTA, FL 34237954-830-1111LinkedIn1-10 employeessports

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$28K

No prior year

Total participants

No prior year

Average account balance

$27,748

No prior year

Annual return

-12.06%

No prior year

Benchmarks

See 5,117 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort5,117 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$426K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4006

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$27,748

$140,578-80.3%

$100,671-72.4%

$125,393-77.9%

Participation rate

50.0%

80.4%-30.4pp

70.7%-20.7pp

83.2%-33.2pp

Annual return

-12.06%

24.67%-36.7pp

20.43%-32.5pp

282.23%-294.3pp

Employer contribution / active EE

$3,856

$5,965-35.4%

$4,012-3.9%

$4,866-20.8%

Participant deferral / active EE

$7,712

$3,981+93.7%

$3,144+145.3%

$5,351+44.1%

Admin fee / account holder

$6,716-100.0%

$4,850-100.0%

$9,541-100.0%

CAMDEN COTTONBALL COMPANY INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAMDEN COTTONBALL COMPANY INC 401 K PROFIT SHARING PLAN TRUST

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