Retirement plan

CENTRAL BUSINESS FORMS, INC. PROFIT SHARING PLAN

Name: CENTRAL BUSINESS FORMS,INC. DBA CENTRAL PRINTING GROUP - CENTRAL BUSINESS FORMS, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: CENTRAL BUSINESS FORMS,INC. DBA CENTRAL PRINTING GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL BUSINESS FORMS, INC. PROFIT SHARING PLAN, CENTRAL BUSINESS FORMS,INC. DBA CENTRAL PRINTING GROUP

CENTRAL BUSINESS FORMS,INC. DBA CENTRAL PRINTING GROUPEIN 94-2817468Plan #002PY 2016

289 FOSTER CITY BLVD, SUITE B - FOSTER CITY, CA 94404650-548-0918

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$5.3M

No prior year

Total participants

No prior year

Average account balance

$1,055,351

No prior year

Annual return

12.14%

No prior year

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.63M

Not enough data

1 years with asset history on file

Average account balance

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

$2.7M

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$129725

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 codes3F2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$250 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.024%

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

$1,055,351

$93,064+1034.0%

$74,577+1315.1%

$273,972+285.2%

Participation rate

100.0%

74.9%+25.1pp

68.1%+31.9pp

83.0%+17.0pp

Annual return

12.14%

26.18%-14.0pp

20.47%-8.3pp

41.46%-29.3pp

Employer contribution / active EE

$33,362

$3,160+955.8%

$2,525+1221.2%

$4,869+585.2%

Participant deferral / active EE

$4,160-100.0%

$3,458-100.0%

$5,287-100.0%

Admin fee / account holder

$250

$5,273-95.3%

$4,138-94.0%

$10,133-97.5%

CENTRAL BUSINESS FORMS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL BUSINESS FORMS, 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