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 (2018) 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 2018

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.7M

+11.6% from 2017

Total participants

0.0% from 2017

Average account balance

$1,344,259

+11.6% from 2017

Annual return

8.77%

-2.16 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,344,259

$95,188+1312.2%

$76,518+1656.8%

$135,380+893.0%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

8.77%

4.85%+3.9pp

-0.27%+9.0pp

519.81%-511.0pp

Employer contribution / active EE

$34,065

$3,303+931.4%

$2,647+1186.8%

$4,779+612.8%

Participant deferral / active EE

$4,640-100.0%

$3,836-100.0%

$5,609-100.0%

Admin fee / account holder

$6,249-100.0%

$4,849-100.0%

$10,828-100.0%

CENTRAL BUSINESS FORMS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTRAL BUSINESS FORMS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion