Retirement plan

GLACIER PARK BOAT CO. 401(K) PLAN

Name: GLACIER PARK BOAT CO. - GLACIER PARK BOAT CO. 401(K) PLAN (2016) Form 5500
Creator: GLACIER PARK BOAT CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLACIER PARK BOAT CO. 401(K) PLAN, GLACIER PARK BOAT CO.

GLACIER PARK BOAT CO.EIN 81-0293247Plan #001PY 2016

282 SUNRISE CREEK LOOP - COLUMBIA FALLS, MT 59912406-257-2426glacierparkboats.comLinkedIn11-50 employeesrecreational facilities and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$123K

No prior year

Total participants

No prior year

Average account balance

$24,513

No prior year

Annual return

9.88%

No prior year

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2210

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 codes2J2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$24,513

$83,337-70.6%

$67,834-63.9%

$273,972-91.1%

Participation rate

80.0%

76.4%+3.6pp

68.8%+11.2pp

83.0%-3.0pp

Annual return

9.88%

259.45%-249.6pp

138.47%-128.6pp

41.46%-31.6pp

Employer contribution / active EE

$1,862

$3,287-43.3%

$2,403-22.5%

$4,869-61.8%

Participant deferral / active EE

$6,518

$4,088+59.4%

$3,160+106.3%

$5,287+23.3%

Admin fee / account holder

$6,752-100.0%

$4,622-100.0%

$10,133-100.0%

GLACIER PARK BOAT CO. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GLACIER PARK BOAT CO. 401(K) 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