Retirement plan

WEST BAY SEAFOOD 401(K) PROFIT SHARING PLAN & TRUST

Name: WEST BAY SEAFOOD COMPANY, INC. - WEST BAY SEAFOOD 401(K) PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: WEST BAY SEAFOOD COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST BAY SEAFOOD 401(K) PROFIT SHARING PLAN & TRUST, WEST BAY SEAFOOD COMPANY, INC.

WEST BAY SEAFOOD COMPANY, INC.EIN 94-3382320Plan #001PY 2015

45 PIER, SUITE B-11 - SAN FRANCISCO, CA 94133415-921-3300LinkedIn1-10 employeesfood production

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$56,797

No prior year

Annual return

2.19%

No prior year

Benchmarks

See 2,630 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,630 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

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

+5.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

$275

$17 / participant

Other / not subdivided$275100.0%

% of EOY assets

0.022%

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

$56,797

$87,016-34.7%

$63,244-10.2%

$125,388-54.7%

Participation rate

100.0%

77.1%+22.9pp

71.0%+29.0pp

83.2%+16.8pp

Annual return

2.19%

21.71%-19.5pp

-70.31%+72.5pp

282.24%-280.0pp

Employer contribution / active EE

$2,473

$3,601-31.3%

$2,322+6.5%

$4,866-49.2%

Participant deferral / active EE

$1,340

$3,939-66.0%

$2,953-54.6%

$5,352-75.0%

Admin fee / account holder

$13

$11,954-99.9%

$5,893-99.8%

$9,541-99.9%

WEST BAY SEAFOOD 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST BAY SEAFOOD 401(K) 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