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 (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-11.2% from 2017

Total participants

+6.9% from 2017

Average account balance

$41,484

-17.1% from 2017

Annual return

-5.46%

-25.19 pp from 2017

Benchmarks

See 7,522 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,522 peers

Snapshot2018

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 codes2T2J3D2F2G2E

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

$191K

$7944 / participant

Other / not subdivided$191K100.0%

% of EOY assets

15.319%

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

$41,484

$107,791-61.5%

$90,645-54.2%

$135,377-69.4%

Participation rate

95.8%

78.0%+17.8pp

74.0%+21.8pp

82.6%+13.2pp

Annual return

-5.46%

-0.90%-4.6pp

1.88%-7.3pp

519.75%-525.2pp

Employer contribution / active EE

$2,671

$3,018-11.5%

$2,532+5.5%

$4,779-44.1%

Participant deferral / active EE

$1,589

$3,872-59.0%

$3,425-53.6%

$5,609-71.7%

Admin fee / account holder

$6,355

$5,930+7.2%

$4,994+27.3%

$10,828-41.3%

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