Retirement plan

COASTAL PLAIN TIMBER 401K PLAN

Name: COASTAL PLAIN TIMBER COMPANY, INC. - COASTAL PLAIN TIMBER 401K PLAN (2021) 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 2021

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

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$69K

-42.8% from 2020

Total participants

0.0% from 2020

Average account balance

$69,241

-42.8% from 2020

Annual return

-72.54%

-72.86 pp from 2020

Benchmarks

See 5,803 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,803 peers

Snapshot2021

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$50

$50 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.072%

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

$69,241

$155,840-55.6%

$124,694-44.5%

$167,553-58.7%

Participation rate

0.0%

81.1%-81.1pp

74.6%-74.6pp

82.1%-82.1pp

Annual return

-72.54%

17.98%-90.5pp

5144.82%-5217.4pp

478.89%-551.4pp

Employer contribution / active EE

$12,000

$4,165+188.1%

$3,325+261.0%

$4,840+148.0%

Participant deferral / active EE

$24,000

$5,675+322.9%

$4,615+420.0%

$6,343+278.4%

Admin fee / account holder

$50

$9,536-99.5%

$7,495-99.3%

$12,316-99.6%

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