Retirement plan

CALIFORNIA SUPPLY, INC. 401(K) PROFIT SHARING PLAN

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

CALIFORNIA SUPPLY, INC.EIN 95-3050058Plan #001PY 2017

P.O. BOX 3906 - GARDENA, CA 90248310-532-2500calartsupply.comLinkedIn1-10 employeesretail

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$15.2M

+1.9% from 2016

Total participants

147

-0.7% from 2016

Average account balance

$124,250

-0.6% from 2016

Annual return

11.21%

+4.26 pp from 2016

Benchmarks

See 1,976 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,976 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$18.80M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

118

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.

91.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$425K

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

+9.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, ME 011110001	Indirect Investment Fees	$6,855
BENEFIT EQUITY, INC.3+ years Service code 13 · EIN 33-0384246 1971 E. 4TH STREET, SUITE 100 · SANTA ANA, CA 92705	Contract Administrator	$0
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES Service code 53 · EIN 51-0116113 1 NEW YORK PLAZA FLOOR 12 · NEW YORK, NE 10004	Insurance Commissions	$0
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 1 NEW YORK PLAZA FLOOR 12 · NEW YORK, NE 10004	Other Services	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2K3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$56 / participant

Contract admin$7K100.0%

% of EOY assets

0.045%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KALLMAN, THOMPSON, LOGAN, LLP
Auditor EIN: 954610626
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,250

$63,299+96.3%

$91,001+36.5%

$62,292+99.5%

Participation rate

79.7%

73.3%+6.4pp

75.6%+4.1pp

69.5%+10.2pp

Annual return

11.21%

20.99%-9.8pp

4.60%+6.6pp

28.90%-17.7pp

Employer contribution / active EE

$1,096

$1,807-39.3%

$2,456-55.4%

$2,042-46.3%

Participant deferral / active EE

$3,280

$2,943+11.5%

$3,547-7.5%

$3,169+3.5%

Admin fee / account holder

$56

$468-88.0%

$5,417-99.0%

$479-88.3%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INS CO

Service code 52 · EIN 04-1590850

1295 STATE STREET · SPRINGFIELD, ME 011110001

Indirect Investment Fees

$6,855

BENEFIT EQUITY, INC.3+ years

Service code 13 · EIN 33-0384246

1971 E. 4TH STREET, SUITE 100 · SANTA ANA, CA 92705

Contract Administrator

MORGAN STANLEY SMITH BARNEY3+ years

Filed as: MORGAN STANLEY INS SERVICES

Service code 53 · EIN 51-0116113

1 NEW YORK PLAZA FLOOR 12 · NEW YORK, NE 10004

Insurance Commissions

MORGAN STANLEY SMITH BARNEY3+ years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 49 · EIN 26-4310632

1 NEW YORK PLAZA FLOOR 12 · NEW YORK, NE 10004

Other Services

CALIFORNIA SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA SUPPLY, INC. 401(K) 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