Retirement plan

CAZENAVE MOTOR COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: CAZENAVE MOTOR COMPANY, INC. - CAZENAVE MOTOR COMPANY, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: CAZENAVE MOTOR COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAZENAVE MOTOR COMPANY, INC. 401(K) PROFIT SHARING PLAN, CAZENAVE MOTOR COMPANY, INC.

CAZENAVE MOTOR COMPANY, INC.EIN 72-0502277Plan #002PY 2019

1205 HWY 18 - VACHERIE, LA 70090225-265-4040cazenavemotor.comLinkedIn1-10 employeesconsumer goods

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$665K

+25.9% from 2018

Total participants

-13.3% from 2018

Average account balance

$51,169

+16.2% from 2018

Annual return

20.73%

+27.07 pp from 2018

Benchmarks

See 18,798 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,798 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$51,169

$106,894-52.1%

$84,016-39.1%

$152,870-66.5%

Participation rate

100.0%

75.2%+24.8pp

69.0%+31.0pp

82.4%+17.6pp

Annual return

20.73%

104.99%-84.3pp

71.31%-50.6pp

345.34%-324.6pp

Employer contribution / active EE

$777

$2,734-71.6%

$1,983-60.8%

$4,763-83.7%

Participant deferral / active EE

$1,494

$4,011-62.7%

$3,239-53.9%

$5,850-74.5%

Admin fee / account holder

$8,286-100.0%

$6,101-100.0%

$11,597-100.0%

CAZENAVE MOTOR COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAZENAVE MOTOR COMPANY, INC. 401(K) PROFIT SHARING 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