Retirement plan

COASTAL PLAIN TIMBER 401K PLAN

Name: COASTAL PLAIN TIMBER COMPANY, INC. - COASTAL PLAIN TIMBER 401K PLAN (2023) 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 2023

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

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$135K

+26.8% from 2022

Total participants

0.0% from 2022

Average account balance

$134,711

+26.8% from 2022

Annual return

4.23%

+2.82 pp from 2022

Benchmarks

See 6,332 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,332 peers

Snapshot2023

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.

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

$134,711

$141,001-4.5%

$112,228+20.0%

$139,487-3.4%

Participation rate

0.0%

79.2%-79.2pp

72.4%-72.4pp

80.3%-80.3pp

Annual return

4.23%

32.75%-28.5pp

30.23%-26.0pp

373.84%-369.6pp

Employer contribution / active EE

$4,285-100.0%

$3,432-100.0%

$4,755-100.0%

Participant deferral / active EE

$24,000

$5,877+308.3%

$4,800+400.0%

$6,713+257.5%

Admin fee / account holder

$9,959-100.0%

$7,752-100.0%

$11,407-100.0%

COASTAL PLAIN TIMBER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COASTAL PLAIN TIMBER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion