Retirement plan

NEWLAND AND COMPANY PC PROFIT SHARING PLAN

Name: NEWLAND AND COMPANY PROFIT SHARING PLAN - NEWLAND AND COMPANY PC PROFIT SHARING PLAN (2017) Form 5500
Creator: NEWLAND AND COMPANY PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEWLAND AND COMPANY PC PROFIT SHARING PLAN, NEWLAND AND COMPANY PROFIT SHARING PLAN

NEWLAND AND COMPANY PROFIT SHARING PLANEIN 81-0333198Plan #001PY 2017

PO BOX 3006 - BUTTE, MT 59702406-494-4754

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5M

+23.5% from 2016

Total participants

+12.5% from 2016

Average account balance

$186,793

No prior year

Annual return

16.37%

+10.41 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.72M

Not enough data

1 years with asset history on file

Average account balance

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

$357K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$509K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+4.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$689

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 codes2E2J

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.

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

$186,793

$85,766+117.8%

$136,298+37.0%

$70,126+166.4%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

16.37%

31.46%-15.1pp

5156.27%-5139.9pp

73.15%-56.8pp

Employer contribution / active EE

$8,464

$2,966+185.4%

$4,696+80.3%

$2,343+261.3%

Participant deferral / active EE

$2,315

$5,051-54.2%

$6,247-62.9%

$3,332-30.5%

Admin fee / account holder

$5,421-100.0%

$9,244-100.0%

$4,645-100.0%

NEWLAND AND COMPANY PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEWLAND AND COMPANY PC PROFIT SHARING 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