Retirement plan

CIATTI COMPANY LLC 401(K) PROFIT SHARING PLAN

Name: CIATTI COMPANY LLC - CIATTI COMPANY LLC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: CIATTI COMPANY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CIATTI COMPANY LLC 401(K) PROFIT SHARING PLAN, CIATTI COMPANY LLC

CIATTI COMPANY LLCEIN 91-1835418Plan #003PY 2015

1101 FIFTH AVE #170 - SAN RAFAEL, CA 94901415-458-5150ciatti.comLinkedIn11-50 employeeswine and spirits

Other plans on this EIN

1 filing

#004Retirement-$314K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.4M

No prior year

Total participants

No prior year

Average account balance

$118,057

No prior year

Annual return

-0.59%

No prior year

Benchmarks

See 2,630 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,630 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.57M

Not enough data

1 years with asset history on file

Average account balance

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

$223K

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$188K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30623

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$4K

$189 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.073%

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

$118,057

$87,016+35.7%

$63,244+86.7%

$125,388-5.8%

Participation rate

100.0%

77.1%+22.9pp

71.0%+29.0pp

83.2%+16.8pp

Annual return

-0.59%

21.71%-22.3pp

-70.31%+69.7pp

282.24%-282.8pp

Employer contribution / active EE

$7,143

$3,601+98.4%

$2,322+207.6%

$4,866+46.8%

Participant deferral / active EE

$7,588

$3,939+92.6%

$2,953+156.9%

$5,352+41.8%

Admin fee / account holder

$87

$11,954-99.3%

$5,893-98.5%

$9,541-99.1%

CIATTI COMPANY LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CIATTI COMPANY LLC 401(K) 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