Retirement plan

EXTREME HOLDINGS LLC 401K PROFIT SHARING PLAN

Name: EXTREME HOLDINGS LLC - EXTREME HOLDINGS LLC 401K PROFIT SHARING PLAN (2022) Form 5500
Creator: EXTREME HOLDINGS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXTREME HOLDINGS LLC 401K PROFIT SHARING PLAN, EXTREME HOLDINGS LLC

EXTREME HOLDINGS LLCEIN 85-3385367Plan #001PY 2022

475 EAST 4TH STREET NORTH - COTTONWOOD, MN 56229

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$316K

No prior year

Total participants

No prior year

Average account balance

$9,032

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 14,491 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,491 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$943K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

105.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$288K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3228

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$109 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.204%

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

$9,032

$71,873-87.4%

$86,698-89.6%

$68,490-86.8%

Participation rate

100.0%

72.2%+27.8pp

76.6%+23.4pp

67.9%+32.1pp

Annual return

0.00%

3.54%-3.5pp

35.96%-36.0pp

-7.85%+7.9pp

Employer contribution / active EE

$3,400

$2,173+56.4%

$2,837+19.8%

$2,597+30.9%

Participant deferral / active EE

$5,916

$3,779+56.5%

$4,656+27.1%

$4,028+46.9%

Admin fee / account holder

$109

$6,110-98.2%

$7,492-98.5%

$5,403-98.0%

EXTREME HOLDINGS LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXTREME HOLDINGS LLC 401K PROFIT SHARING 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