Retirement plan

SCHILLING DISTRIBUTING PROFIT SHARING 401 K PLAN

Name: SCHILLING DISTRIBUTING COMPANY, LLC. - SCHILLING DISTRIBUTING PROFIT SHARING 401 K PLAN (2017) Form 5500
Creator: SCHILLING DISTRIBUTING COMPANY, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHILLING DISTRIBUTING PROFIT SHARING 401 K PLAN, SCHILLING DISTRIBUTING COMPANY, LLC.

SCHILLING DISTRIBUTING COMPANY, LLC.EIN 72-0539957Plan #002PY 2017

2901 MOSS STREET - LAFAYETTE, LA 70501337-233-2337schillingdistributing.comLinkedIn51-200 employeeswholesale

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$9.9M

+16.0% from 2016

Total participants

276

+4.5% from 2016

Average account balance

$47,657

+22.7% from 2016

Annual return

16.72%

+8.84 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.46M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

89.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$375K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5089

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

Top 1 by compensation

Provider	Service type	Compensation
J.C. FLOWERS AND CO. LLC1 year Filed as: FLOWERS AND ASSOCIATES Service code 15 · EIN 72-0894786 1018 HARDING ST · LAFAYETTE, LA 70503	Recordkeeping	$8,312

Plan features & details

Pension benefit codes2E2J2K3D2F2T

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).
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$18K

$82 / participant

Investment mgmt$18K100.0%

% of EOY assets

0.184%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

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: THIBODAUX, HEBERT, DESHOTELS & LEBL
Auditor EIN: 208102502
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,657

$71,192-33.1%

$117,861-59.6%

$62,293-23.5%

Participation rate

69.5%

74.2%-4.7pp

79.7%-10.2pp

69.5%0pp

Annual return

16.72%

18.66%-1.9pp

335.11%-318.4pp

28.90%-12.2pp

Employer contribution / active EE

$934

$1,934-51.7%

$3,786-75.3%

$2,042-54.3%

Participant deferral / active EE

$2,534

$3,189-20.5%

$4,482-43.5%

$3,169-20.0%

Admin fee / account holder

$88

$587-85.1%

$8,021-98.9%

$479-81.7%

Provider

Service type

Compensation

J.C. FLOWERS AND CO. LLC1 year

Filed as: FLOWERS AND ASSOCIATES

Service code 15 · EIN 72-0894786

1018 HARDING ST · LAFAYETTE, LA 70503

Recordkeeping

$8,312

SCHILLING DISTRIBUTING PROFIT SHARING 401 K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHILLING DISTRIBUTING PROFIT SHARING 401 K 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