Retirement plan

SUN PACIFIC PRODUCTS, INC. 401(K) PLAN

Name: SUN PACIFIC PRODUCTS, INC. - SUN PACIFIC PRODUCTS, INC. 401(K) PLAN (2015) Form 5500
Creator: SUN PACIFIC PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUN PACIFIC PRODUCTS, INC. 401(K) PLAN, SUN PACIFIC PRODUCTS, INC.

SUN PACIFIC PRODUCTS, INC.EIN 68-0265642Plan #001PY 2015

5151 NORTH PALM AVENUE, SUITE 920 - FRESNO, CA 93704559-224-7656sunpacificprod.comLinkedIn1-10 employeesexecutive office

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$491K

No prior year

Total participants

No prior year

Average account balance

$163,831

No prior year

Annual return

1.13%

No prior year

Benchmarks

See 2,630 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,630 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

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

$782K

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

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+18.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3275

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 codes2E2J

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.

Opportunity flags

0 tripped

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

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

$163,831

$87,016+88.3%

$63,244+159.0%

$125,389+30.7%

Participation rate

100.0%

77.1%+22.9pp

71.0%+29.0pp

83.2%+16.8pp

Annual return

1.13%

21.71%-20.6pp

-70.31%+71.4pp

282.24%-281.1pp

Employer contribution / active EE

$29,424

$3,601+717.1%

$2,322+1167.2%

$4,866+504.7%

Participant deferral / active EE

$16,000

$3,939+306.2%

$2,953+441.8%

$5,352+199.0%

Admin fee / account holder

$11,954-100.0%

$5,893-100.0%

$9,541-100.0%

SUN PACIFIC PRODUCTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SUN PACIFIC PRODUCTS, INC. 401(K) 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