Retirement plan

WYOMING MACHINERY COMPANY PROFIT SHARING 401(K) PLAN

Name: WYOMING MACHINERY COMPANY - WYOMING MACHINERY COMPANY PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: WYOMING MACHINERY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYOMING MACHINERY COMPANY PROFIT SHARING 401(K) PLAN, WYOMING MACHINERY COMPANY

WYOMING MACHINERY COMPANYEIN 87-0217645Plan #002PY 2017

5300 W. OLD YELLOWSTONE HWY, P.O. BOX 2335 - CASPER, WY 82602307-472-1000wyomingcat.comLinkedIn501-1000 employeesconstruction

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed February 7, 1997

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$101.4M

+18.1% from 2016

Total participants

716

+5.8% from 2016

Average account balance

$143,624

+13.2% from 2016

Annual return

18.10%

+13.78 pp from 2016

Benchmarks

See 1,232 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,232 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$144.13M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

891

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.

89.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$450

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
LEVEL FOUR ADVISORY SERVICES2 years Filed as: LEVEL FOUR ADVISORY SERVICES LLC Service code 27 · EIN 11-3738689	Advisory (Plan)	$78,489
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Service code 13 · EIN 06-1050034	Contract Administrator	$16,448
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960	12b-1 Fees	$1,685
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 56 · EIN 22-1211670	Non-monetary compensation	$0

Plan features & details

Pension benefit codes2E2J2F2G2R2T3D

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$97K

$161 / participant

Other / not subdivided$97K100.0%

% of EOY assets

0.096%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HOLM RYAN TRUITT HALL, LLC
Auditor EIN: 200159856
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$143,624

$71,666+100.4%

$117,861+21.9%

$69,631+106.3%

Participation rate

98.3%

77.5%+20.8pp

79.7%+18.7pp

70.7%+27.7pp

Annual return

18.10%

18.86%-0.8pp

335.11%-317.0pp

27571.02%-27552.9pp

Employer contribution / active EE

$3,666

$1,889+94.1%

$3,786-3.2%

$2,032+80.4%

Participant deferral / active EE

$5,595

$3,340+67.5%

$4,482+24.8%

$3,224+73.5%

Admin fee / account holder

$138

$120+14.8%

$8,021-98.3%

$110+25.0%

Provider

Service type

Compensation

LEVEL FOUR ADVISORY SERVICES2 years

Filed as: LEVEL FOUR ADVISORY SERVICES LLC

Service code 27 · EIN 11-3738689

Advisory (Plan)

$78,489

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$16,448

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE

Service code 63 · EIN 13-4122960

12b-1 Fees

$1,685

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 56 · EIN 22-1211670

Non-monetary compensation

WYOMING MACHINERY COMPANY PROFIT SHARING 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WYOMING MACHINERY COMPANY PROFIT SHARING 401(K) PLAN

Top hat statement on fileNQDC

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