Retirement plan

SUN PACIFIC PRODUCTS, INC. 401(K) PLAN

Name: SUN PACIFIC PRODUCTS, INC. - SUN PACIFIC PRODUCTS, INC. 401(K) PLAN (2017) 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 2017

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

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$910K

+42.7% from 2016

Total participants

0.0% from 2016

Average account balance

$303,238

+42.7% from 2016

Annual return

25.11%

+17.69 pp from 2016

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$303,238

$100,901+200.5%

$75,670+300.7%

$147,585+105.5%

Participation rate

100.0%

77.1%+22.9pp

72.3%+27.7pp

82.8%+17.2pp

Annual return

25.11%

35.78%-10.7pp

27.34%-2.2pp

578.57%-553.5pp

Employer contribution / active EE

$37,381

$3,253+1049.0%

$2,352+1489.5%

$4,876+666.6%

Participant deferral / active EE

$4,027-100.0%

$3,142-100.0%

$5,439-100.0%

Admin fee / account holder

$11,285-100.0%

$5,800-100.0%

$10,885-100.0%

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