Retirement plan

BOTONE INDUSTRIES LLC, 401(K) PROFIT SHARING PLAN

Name: BOTONE INDUSTRIES LLC - BOTONE INDUSTRIES LLC, 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: BOTONE INDUSTRIES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOTONE INDUSTRIES LLC, 401(K) PROFIT SHARING PLAN, BOTONE INDUSTRIES LLC

BOTONE INDUSTRIES LLCEIN 55-0868087Plan #001PY 2016

6602 TIERRA SANDIA COURT NW, P. O. BOX 8494 - ALBUQUERQUE, NM 87120505-352-6212LinkedIn1-10 employees

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$34K

+21.4% from 2015

Total participants

0.0% from 2015

Average account balance

$8,530

+21.4% from 2015

Annual return

8.78%

+12.55 pp from 2015

Benchmarks

See 35,838 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,838 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$294K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+9.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$436

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$347

$174 / participant

Other / not subdivided$347100.0%

% of EOY assets

1.017%

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

$8,530

$99,341-91.4%

$84,750-89.9%

$273,965-96.9%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

8.78%

22.93%-14.1pp

22.78%-14.0pp

41.45%-32.7pp

Employer contribution / active EE

$1,772

$4,214-58.0%

$3,574-50.4%

$4,869-63.6%

Participant deferral / active EE

$4,269-100.0%

$3,712-100.0%

$5,287-100.0%

Admin fee / account holder

$87

$6,644-98.7%

$5,332-98.4%

$10,132-99.1%

BOTONE INDUSTRIES LLC, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOTONE INDUSTRIES LLC, 401(K) PROFIT SHARING 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