Retirement plan

JOHNSON-LAMBE CO INC 401 K PROFIT SHARING PLAN TRUST

Name: JOHNSON-LAMBE CO INC - JOHNSON-LAMBE CO INC 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: JOHNSON-LAMBE CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSON-LAMBE CO INC 401 K PROFIT SHARING PLAN TRUST, JOHNSON-LAMBE CO INC

JOHNSON-LAMBE CO INCEIN 56-0281114Plan #001PY 2017

PO BOX 10765 - RALEIGH, NC 27605919-832-8848johnsonlambe.netLinkedIn11-50 employeessporting goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+21.5% from 2016

Total participants

+3.6% from 2016

Average account balance

$50,065

+17.1% from 2016

Annual return

19.73%

+12.84 pp from 2016

Benchmarks

See 2,040 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,040 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.67M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$241K

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

+19.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1071

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$83K

$3303 / participant

Other / not subdivided$83K100.0%

% of EOY assets

5.891%

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

$50,065

$56,110-10.8%

$94,993-47.3%

$70,126-28.6%

Participation rate

96.0%

65.0%+31.0pp

73.9%+22.1pp

69.5%+26.5pp

Annual return

19.73%

51.02%-31.3pp

27.14%-7.4pp

73.15%-53.4pp

Employer contribution / active EE

$2,451

$1,442+70.0%

$2,603-5.8%

$2,343+4.6%

Participant deferral / active EE

$1,432

$2,391-40.1%

$3,317-56.8%

$3,332-57.0%

Admin fee / account holder

$2,949

$3,456-14.7%

$4,960-40.5%

$4,645-36.5%

JOHNSON-LAMBE CO INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON-LAMBE CO INC 401 K PROFIT SHARING PLAN 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