Retirement plan

VAN WELL TIMBER LLC 401K PROFIT SHARING PLAN

Name: VAN WELL TIMBER LLC - VAN WELL TIMBER LLC 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: VAN WELL TIMBER LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VAN WELL TIMBER LLC 401K PROFIT SHARING PLAN, VAN WELL TIMBER LLC

VAN WELL TIMBER LLCEIN 93-1262252Plan #001PY 2017

15748 SALT CREEK ROAD - DALLAS, OR 973389311503-623-2850vanwelltimber.comLinkedIn11-50 employeespaper & forest products

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

$43,850

No prior year

Annual return

18.67%

No prior year

Benchmarks

See 3,497 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,497 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

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

$5K

Not enough data

1 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

+6.60%

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

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 codes2E2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$504

$15 / participant

Other / not subdivided$504100.0%

% of EOY assets

0.050%

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

$43,850

$52,580-16.6%

$71,671-38.8%

$70,124-37.5%

Participation rate

52.9%

60.9%-7.9pp

68.7%-15.8pp

69.5%-16.6pp

Annual return

18.67%

20.25%-1.6pp

20.65%-2.0pp

73.14%-54.5pp

Employer contribution / active EE

$1,315

$1,616-18.6%

$2,460-46.5%

$2,342-43.9%

Participant deferral / active EE

$2,439

$2,386+2.2%

$3,438-29.1%

$3,332-26.8%

Admin fee / account holder

$22

$3,653-99.4%

$5,558-99.6%

$4,645-99.5%

VAN WELL TIMBER LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VAN WELL TIMBER LLC 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