Retirement plan

COLUMBIA BASIN PAPER & SUPPLY, INC. PROFIT SHARING PLAN

Name: COLUMBIA BASIN PAPER & SUPPLY, INC. - COLUMBIA BASIN PAPER & SUPPLY, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: COLUMBIA BASIN PAPER & SUPPLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLUMBIA BASIN PAPER & SUPPLY, INC. PROFIT SHARING PLAN, COLUMBIA BASIN PAPER & SUPPLY, INC.

COLUMBIA BASIN PAPER & SUPPLY, INC.EIN 91-0700611Plan #001PY 2022

515 W COLUMBIA - PASCO, WA 99301509-547-3141

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$797K

-11.2% from 2021

Total participants

0.0% from 2021

Average account balance

$199,301

-11.2% from 2021

Annual return

-12.01%

-30.89 pp from 2021

Benchmarks

See 23,464 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,464 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$256K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1446

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 codes2E2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$1706 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.642%

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

$199,301

$142,392+40.0%

$119,622+66.6%

$134,532+48.1%

Participation rate

100.0%

82.8%+17.2pp

79.3%+20.7pp

81.2%+18.8pp

Annual return

-12.01%

-12.46%+0.4pp

-14.98%+3.0pp

418.27%-430.3pp

Employer contribution / active EE

$2,533

$5,224-51.5%

$4,232-40.1%

$4,741-46.6%

Participant deferral / active EE

$6,467-100.0%

$5,601-100.0%

$6,401-100.0%

Admin fee / account holder

$1,280

$13,593-90.6%

$10,328-87.6%

$11,429-88.8%

COLUMBIA BASIN PAPER & SUPPLY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLUMBIA BASIN PAPER & SUPPLY, INC. 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