Retirement plan

LODGE MANUFACTURING COMPANY DEFERRED PROFIT SHARING PLAN

Name: LODGE MANUFACTURING COMPANY - LODGE MANUFACTURING COMPANY DEFERRED PROFIT SHARING PLAN (2015) Form 5500
Creator: LODGE MANUFACTURING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LODGE MANUFACTURING COMPANY DEFERRED PROFIT SHARING PLAN, LODGE MANUFACTURING COMPANY

LODGE MANUFACTURING COMPANYEIN 62-0273720Plan #002PY 2015

204 EAST 5TH STREET - SOUTH PITTSBURG, TN 37380423-837-7180

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 19, 2024 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

204 East 5th Street

South Pittsburg, TN 37380

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Plans declared (2)

Lodge Manufacturing Company Long Term Cash Incentive Plan7 emp
Lodge Manufacturing Company Supplemental Executive Retirement Plan2 emp

Total covered: 9 employees

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Total assets (EOY)

$19.3M

No prior year

Total participants

277

No prior year

Average account balance

$72,181

No prior year

Annual return

1.30%

No prior year

Benchmarks

See 3,906 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort3,906 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$46.31M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

609

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$51

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308	Bank Trustee	$0

Plan features & details

Pension benefit codes2E2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LBMC, PC
Auditor EIN: 621199757
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,181

$54,320+32.9%

$67,652+6.7%

$52,331+37.9%

Participation rate

96.3%

73.6%+22.7pp

75.7%+20.7pp

68.1%+28.2pp

Annual return

1.30%

6.81%-5.5pp

6625.40%-6624.1pp

4.54%-3.2pp

Employer contribution / active EE

$6,452

$1,544+318.0%

$2,266+184.8%

$1,882+242.9%

Participant deferral / active EE

$2,989

$2,950+1.3%

$3,560-16.0%

$3,022-1.1%

Admin fee / account holder

$527-100.0%

$4,821-100.0%

$592-100.0%

Provider

Service type

Compensation

SUNTRUST BANKS, INC.1+ years

Service code 21

303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308

Bank Trustee

LODGE MANUFACTURING COMPANY DEFERRED PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LODGE MANUFACTURING COMPANY DEFERRED PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

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