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 (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+25.2% from 2019

Total participants

+3.2% from 2019

Average account balance

$65,960

+25.2% from 2019

Annual return

20.84%

-5.17 pp from 2019

Benchmarks

See 7,938 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,938 peers

Snapshot2020

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

$42K

$1903 / participant

Other / not subdivided$42K100.0%

% of EOY assets

2.047%

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

$65,960

$121,701-45.8%

$104,639-37.0%

$158,982-58.5%

Participation rate

95.5%

77.5%+17.9pp

74.1%+21.4pp

82.0%+13.5pp

Annual return

20.84%

465.72%-444.9pp

340.67%-319.8pp

302.99%-282.2pp

Employer contribution / active EE

$2,798

$3,165-11.6%

$2,682+4.3%

$4,763-41.3%

Participant deferral / active EE

$1,915

$4,176-54.1%

$3,738-48.8%

$5,983-68.0%

Admin fee / account holder

$1,351

$7,778-82.6%

$6,465-79.1%

$11,252-88.0%

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