Retirement plan

SHADYBROOK LUMBER PRODUCTS, INC. PROFIT SHARING PLAN

Name: SHADYBROOK LUMBER PRODUCTS, INC. - SHADYBROOK LUMBER PRODUCTS, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: SHADYBROOK LUMBER PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHADYBROOK LUMBER PRODUCTS, INC. PROFIT SHARING PLAN, SHADYBROOK LUMBER PRODUCTS, INC.

SHADYBROOK LUMBER PRODUCTS, INC.EIN 93-0666454Plan #001PY 2020

15150 N W JACKSON SCHOOL RD - NORTH PLAINS, OR 97133503-647-2234shadybrooklumber.comLinkedIn1-10 employeespackaging and containers

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+26.0% from 2019

Total participants

-9.7% from 2019

Average account balance

$59,380

+9.9% from 2019

Annual return

12.05%

-4.28 pp from 2019

Benchmarks

See 5,720 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,720 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.76M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

95.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$483K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+7.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2504

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 codes2E2F2G2J2T3D

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$12K

$235 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.437%

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

$59,380

$81,208-26.9%

$98,920-40.0%

$79,856-25.6%

Participation rate

82.7%

72.5%+10.2pp

76.0%+6.7pp

69.6%+13.1pp

Annual return

12.05%

60.99%-48.9pp

196.47%-184.4pp

31.71%-19.7pp

Employer contribution / active EE

$3,875

$1,960+97.7%

$2,689+44.1%

$2,471+56.8%

Participant deferral / active EE

$2,069

$3,265-36.6%

$4,245-51.3%

$3,741-44.7%

Admin fee / account holder

$259

$6,013-95.7%

$6,643-96.1%

$5,306-95.1%

SHADYBROOK LUMBER PRODUCTS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHADYBROOK LUMBER PRODUCTS, 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