Retirement plan

CD TILE & STONE, INC. CASH BALANCE PLAN

Name: CD TILE & STONE, INC. - CD TILE & STONE, INC. CASH BALANCE PLAN (2015) Form 5500
Creator: CD TILE & STONE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CD TILE & STONE, INC. CASH BALANCE PLAN, CD TILE & STONE, INC.

CD TILE & STONE, INC.EIN 86-1060247Plan #002PY 2015

3103 103RD LANE NE, SUITE 160 - BLAINE, MN 55449763-746-0130cdtileandstone.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$2.0M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$626K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-5.43%

No prior year

Benchmarks

See 212 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Cohort212 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$178K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+5.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C3D

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$206,458-100.0%

$115,244-100.0%

Participation rate

0.0%

0.0%0pp

33.3%-33.3pp

Annual return

-5.43%

4.11%-9.5pp

-1.61%-3.8pp

Employer contribution / active EE

$17,961-100.0%

$30,840-100.0%

Participant deferral / active EE

$41-100.0%

Admin fee / account holder

$14,541-100.0%

$3,433-100.0%

CD TILE & STONE, INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

CD TILE & STONE, INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion