Retirement plan

CAL COAST MACHINERY, INC. 401(K) PROFIT SHARING PLAN

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

CAL COAST MACHINERY, INC.EIN 95-3058711Plan #001PY 2017

617 S. BLOSSER ROAD - SANTA MARIA, CA 93456805-925-0931jdccm.comLinkedIn51-200 employeesmachinery

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$7.5M

+19.5% from 2016

Total participants

132

+8.2% from 2016

Average account balance

$56,685

+10.4% from 2016

Annual return

12.54%

+9.48 pp from 2016

Benchmarks

See 939 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort939 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.04M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

176

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$739K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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 3 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO2 years Service code 15 · EIN 35-0145825	Recordkeeping	$2,412
GREGORY BURGE1 year Filed as: GREGORY BURGE & CO INC Service code 26 40 W. COCHRAN ST · SIMI VALLEY, CA 93065	Advisory (Participants)	$0
GREGORY BURGE1 year Filed as: GREGORY POWELL BURGE & CO INC Service code 14 40 W. COCHRAN ST · SIMI VALLEY, CA 93065	Plan Administrator	$0

Plan features & details

Pension benefit codes2A2E2F2G2J3D2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$4K

$39 / participant

Contract admin$4K100.0%

% of EOY assets

0.058%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BARTLETT, PRINGLE & WOLF, LLP
Auditor EIN: 952089835
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,685

$52,639+7.7%

$185,117-69.4%

$62,293-9.0%

Participation rate

100.0%

63.9%+36.1pp

77.3%+22.7pp

69.5%+30.5pp

Annual return

12.54%

19.57%-7.0pp

40.50%-28.0pp

28.90%-16.4pp

Employer contribution / active EE

$1,269

$1,483-14.4%

$4,182-69.7%

$2,042-37.9%

Participant deferral / active EE

$3,792

$3,097+22.4%

$5,045-24.8%

$3,169+19.6%

Admin fee / account holder

$33

$374-91.2%

$8,159-99.6%

$479-93.1%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO2 years

Service code 15 · EIN 35-0145825

Recordkeeping

$2,412

GREGORY BURGE1 year

Filed as: GREGORY BURGE & CO INC

Service code 26

40 W. COCHRAN ST · SIMI VALLEY, CA 93065

Advisory (Participants)

GREGORY BURGE1 year

Filed as: GREGORY POWELL BURGE & CO INC

Service code 14

40 W. COCHRAN ST · SIMI VALLEY, CA 93065

Plan Administrator

CAL COAST MACHINERY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAL COAST MACHINERY, 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