Retirement plan

MCCARTHY PRINT, INC. 401(K) PLAN

Name: MCCARTHY PRINT, INC. - MCCARTHY PRINT, INC. 401(K) PLAN (2017) Form 5500
Creator: MCCARTHY PRINT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCCARTHY PRINT, INC. 401(K) PLAN, MCCARTHY PRINT, INC.

MCCARTHY PRINT, INC.EIN 74-2870588Plan #001PY 2017

1804 CHICON STE 106 - AUSTIN, TX 78702512-479-8938mccarthyprint.comLinkedIn11-50 employeesprinting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$392K

+36.5% from 2016

Total participants

0.0% from 2016

Average account balance

$32,703

+2.4% from 2016

Annual return

12.83%

+2.81 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$952K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1501

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 codes2E2F2G2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$118 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.451%

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

$32,703

$104,251-68.6%

$91,004-64.1%

$147,586-77.8%

Participation rate

73.3%

78.2%-4.9pp

75.6%-2.3pp

82.8%-9.5pp

Annual return

12.83%

27.06%-14.2pp

4.60%+8.2pp

578.59%-565.8pp

Employer contribution / active EE

$1,168

$3,116-62.5%

$2,456-52.4%

$4,876-76.1%

Participant deferral / active EE

$3,490

$4,195-16.8%

$3,548-1.6%

$5,439-35.8%

Admin fee / account holder

$148

$8,948-98.4%

$5,417-97.3%

$10,886-98.6%

MCCARTHY PRINT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCCARTHY PRINT, INC. 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