Retirement plan

EWING TIMBER, LLC PROFIT SHARING PLAN

Name: EWING TIMBER, LLC - EWING TIMBER, LLC PROFIT SHARING PLAN (2021) Form 5500
Creator: EWING TIMBER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EWING TIMBER, LLC PROFIT SHARING PLAN, EWING TIMBER, LLC

EWING TIMBER, LLCEIN 72-0523231Plan #001PY 2021

2111 FLOYD PARK DR. - RUSTON, LA 71270318-259-2204LinkedIn11-50 employeespaper & forest products

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+12.9% from 2020

Total participants

+12.5% from 2020

Average account balance

$183,425

+12.9% from 2020

Annual return

11.85%

+0.63 pp from 2020

Benchmarks

See 5,804 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,804 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6617

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 codes2E2F2G3D2T

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$55K

$3462 / participant

Other / not subdivided$55K100.0%

% of EOY assets

1.888%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$183,425

$155,833+17.7%

$124,693+47.1%

$167,518+9.5%

Participation rate

87.5%

81.1%+6.4pp

74.6%+12.9pp

82.1%+5.4pp

Annual return

11.85%

17.98%-6.1pp

5144.19%-5132.3pp

478.71%-466.9pp

Employer contribution / active EE

$3,593

$4,164-13.7%

$3,324+8.1%

$4,838-25.7%

Participant deferral / active EE

$5,675-100.0%

$4,615-100.0%

$6,342-100.0%

Admin fee / account holder

$3,462

$9,534-63.7%

$7,494-53.8%

$12,312-71.9%

EWING TIMBER, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EWING TIMBER, LLC PROFIT SHARING PLAN

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