Retirement plan

MUTUAL MATERIALS COMPANY RETIREMENT PLAN

Name: MUTUAL MATERIALS COMPANY - MUTUAL MATERIALS COMPANY RETIREMENT PLAN (2023) Form 5500
Creator: MUTUAL MATERIALS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MUTUAL MATERIALS COMPANY RETIREMENT PLAN, MUTUAL MATERIALS COMPANY

MUTUAL MATERIALS COMPANYEIN 91-0158750Plan #004PY 2023

605 119TH NE - BELLEVUE, WA 98005425-452-2300mutualmaterials.comLinkedIn201-500 employeesbuilding materials

Other plans on this EIN

1 filing

#002Retirement-$34.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15K

+2.5% from 2022

Total participants

No prior year

Average account balance

No prior year

Annual return

2.50%

+72.14 pp from 2022

Benchmarks

See 91 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Cohort91 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$12K

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-12.15%

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes1A1H1I3D

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).
1H
PBGC terminated and closed out plan
Plan covered by PBGC that was terminated and closed out for PBGC purposes (standard or distress termination with distribution of plan assets or trustee appointed under ERISA section 4042).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
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

$750

Other / not subdivided$750100.0%

% of EOY assets

5.129%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$151,373-100.0%

$80,293-100.0%

Participation rate

0.0%

0.0%0pp

5.6%-5.6pp

Annual return

2.50%

94.64%-92.1pp

15.31%-12.8pp

Employer contribution / active EE

$22,052-100.0%

$28,686-100.0%

Participant deferral / active EE

$126-100.0%

Admin fee / account holder

$3,060-100.0%

$456-100.0%

MUTUAL MATERIALS COMPANY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MUTUAL MATERIALS COMPANY RETIREMENT 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