Retirement plan

WESTERN CAST PARTS, LLC PROFIT SHARING 401(K) PLAN

Name: WESTERN CAST PARTS, LLC - WESTERN CAST PARTS, LLC PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: WESTERN CAST PARTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTERN CAST PARTS, LLC PROFIT SHARING 401(K) PLAN, WESTERN CAST PARTS, LLC

WESTERN CAST PARTS, LLCEIN 54-2160890Plan #001PY 2017

778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 600931209847-501-4622westerncastparts.comLinkedIn1-10 employeeswholesale

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$966K

+18.8% from 2016

Total participants

0.0% from 2016

Average account balance

$193,246

+18.8% from 2016

Annual return

9.23%

-80.71 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.61M

Not enough data

1 years with asset history on file

Average account balance

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

$654K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+16.48%

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

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 codes2E2F2J

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).
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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant 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

$193,246

$144,130+34.1%

$117,861+64.0%

$147,586+30.9%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

9.23%

531.20%-522.0pp

335.11%-325.9pp

578.59%-569.4pp

Employer contribution / active EE

$4,897-100.0%

$3,786-100.0%

$4,876-100.0%

Participant deferral / active EE

$15,600

$5,316+193.4%

$4,482+248.1%

$5,439+186.8%

Admin fee / account holder

$10,887-100.0%

$8,021-100.0%

$10,886-100.0%

WESTERN CAST PARTS, LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WESTERN CAST PARTS, LLC PROFIT SHARING 401(K) 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