Retirement plan

FRAZIER OFFICE SUPPLY INC 401K PROFIT SHARING PLAN & TRUST

Name: FRAZIER OFFICE SUPPLY INC 401K PROFIT SHARING PLAN & TRUST - FRAZIER OFFICE SUPPLY INC 401K PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: FRAZIER OFFICE SUPPLY INC 401K PROFIT SHARING PLAN & TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRAZIER OFFICE SUPPLY INC 401K PROFIT SHARING PLAN & TRUST, FRAZIER OFFICE SUPPLY INC 401K PROFIT SHARING PLAN & TRUST

FRAZIER OFFICE SUPPLY INC 401K PROFIT SHARING PLAN & TRUSTEIN 93-1309130Plan #001PY 2023

PO BOX 1670 - PENDLETON, OR 97801541-276-1121

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$134K

+23.3% from 2022

Total participants

0.0% from 2022

Average account balance

$66,786

+23.3% from 2022

Annual return

19.84%

+34.27 pp from 2022

Benchmarks

See 9,626 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,626 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$160K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.62%

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 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$300

$150 / participant

Other / not subdivided$300100.0%

% of EOY assets

0.225%

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

$66,786

$110,278-39.4%

$95,740-30.2%

$139,466-52.1%

Participation rate

100.0%

75.7%+24.3pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

19.84%

27.19%-7.3pp

28.41%-8.6pp

373.66%-353.8pp

Employer contribution / active EE

$940

$3,260-71.2%

$2,836-66.9%

$4,754-80.2%

Participant deferral / active EE

$940

$4,674-79.9%

$4,244-77.8%

$6,712-86.0%

Admin fee / account holder

$150

$6,613-97.7%

$5,676-97.4%

$11,409-98.7%

FRAZIER OFFICE SUPPLY INC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRAZIER OFFICE SUPPLY INC 401K PROFIT SHARING PLAN & TRUST

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