Retirement plan

G.A. MOSITES COMPANY OF FT. WORTH, INC. AND ASSOCIATED COMPANIES 401(K) & PROFIT SHARING PLAN & TRUST.

Name: MOSITES RUBBER CO., INC. - G.A. MOSITES COMPANY OF FT. WORTH, INC. AND ASSOCIATED COMPANIES 401(K) & PROFIT SHARING PLAN & TRUST. (2018) Form 5500
Creator: MOSITES RUBBER CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G.A. MOSITES COMPANY OF FT. WORTH, INC. AND ASSOCIATED COMPANIES 401(K) & PROFIT SHARING PLAN & TRUST., MOSITES RUBBER CO., INC.

MOSITES RUBBER CO., INC.EIN 75-0956475Plan #001PY 2018

P O BOX 2115 - FORT WORTH, TX 76113817-335-3451mositesrubber.comLinkedIn1-10 employeesplastics

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$6M

-28.0% from 2017

Total participants

-8.6% from 2017

Average account balance

$95,919

-26.8% from 2017

Annual return

-2.49%

-32.95 pp from 2017

Benchmarks

See 5,892 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,892 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.86M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

87.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32180

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 codes2E2F2G2J2R2T3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$2.6M

$48929 / participant

Other / not subdivided$3M100.0%

% of EOY assets

43.724%

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

$95,919

$61,660+55.6%

$80,022+19.9%

$64,173+49.5%

Participation rate

98.1%

71.7%+26.5pp

75.8%+22.3pp

69.6%+28.6pp

Annual return

-2.49%

-0.33%-2.2pp

11.22%-13.7pp

7.63%-10.1pp

Employer contribution / active EE

$9,211

$1,810+408.8%

$2,468+273.2%

$2,381+286.9%

Participant deferral / active EE

$2,968-100.0%

$3,686-100.0%

$3,470-100.0%

Admin fee / account holder

$41,939

$5,417+674.2%

$6,521+543.1%

$4,887+758.1%

G.A. MOSITES COMPANY OF FT. WORTH, INC. AND ASSOCIATED COMPANIES 401(K) & PROFIT SHARING PLAN & TRUST.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G.A. MOSITES COMPANY OF FT. WORTH, INC. AND ASSOCIATED COMPANIES 401(K) & PROFIT SHARING PLAN & TRUST.

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