Retirement plan

COASTAL PLAIN TIMBER 401K PLAN

Name: COASTAL PLAIN TIMBER COMPANY, INC. - COASTAL PLAIN TIMBER 401K PLAN (2018) Form 5500
Creator: COASTAL PLAIN TIMBER COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COASTAL PLAIN TIMBER 401K PLAN, COASTAL PLAIN TIMBER COMPANY, INC.

COASTAL PLAIN TIMBER COMPANY, INC.EIN 56-1703989Plan #003PY 2018

1040 DAVID ROGERSON RD - WILLIAMSTON, NC 278928081252-792-6080

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$60K

+67.7% from 2017

Total participants

0.0% from 2017

Average account balance

$60,332

+67.7% from 2017

Annual return

1.00%

+1.00 pp from 2017

Benchmarks

See 5,138 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,138 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$166K

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+5.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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 codes2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$50

$50 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.083%

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

$60,332

$127,096-52.5%

$105,736-42.9%

$135,380-55.4%

Participation rate

0.0%

82.7%-82.7pp

76.3%-76.3pp

82.6%-82.6pp

Annual return

1.00%

4.49%-3.5pp

6.27%-5.3pp

519.81%-518.8pp

Employer contribution / active EE

$4,107-100.0%

$3,268-100.0%

$4,779-100.0%

Participant deferral / active EE

$24,000

$5,064+373.9%

$4,080+488.3%

$5,609+327.9%

Admin fee / account holder

$50

$9,087-99.4%

$6,913-99.3%

$10,828-99.5%

COASTAL PLAIN TIMBER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COASTAL PLAIN TIMBER 401K 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