Retirement plan

WOOD CASTLE FURNITURE CO. 401K PROFIT SHARING PLAN

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

WOOD CASTLE FURNITURE COMPANYEIN 93-0867064Plan #001PY 2017

P.O. BOX 805 - CORVALLIS, OR 97339541-754-9304woodcastle.comLinkedIn1-10 employeesfurniture

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.8M

+18.3% from 2016

Total participants

+16.7% from 2016

Average account balance

$66,012

+1.4% from 2016

Annual return

10.62%

+0.29 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.41M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4236

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 codes2J2E2G

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$141 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.191%

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

$66,012

$67,602-2.4%

$82,312-19.8%

$70,126-5.9%

Participation rate

100.0%

72.8%+27.2pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

10.62%

21.57%-10.9pp

25.88%-15.3pp

73.15%-62.5pp

Employer contribution / active EE

$1,233

$1,755-29.7%

$2,428-49.2%

$2,343-47.4%

Participant deferral / active EE

$3,697

$2,987+23.8%

$3,706-0.3%

$3,332+11.0%

Admin fee / account holder

$126

$4,512-97.2%

$5,608-97.8%

$4,645-97.3%

WOOD CASTLE FURNITURE CO. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOOD CASTLE FURNITURE CO. 401K 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