Retirement plan

LMC ENTERPRISES 401(K) PLAN

Name: LMC ENTERPRISES - LMC ENTERPRISES 401(K) PLAN (2017) Form 5500
Creator: LMC ENTERPRISES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LMC ENTERPRISES 401(K) PLAN, LMC ENTERPRISES

LMC ENTERPRISESEIN 95-3093555Plan #002PY 2017

6401 E. ALONDRA BLVD - PARAMOUNT, CA 907233758562-602-2116

Other plans on this EIN

1 filing

#001Retirement-$19.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.8M

+23.3% from 2016

Total participants

146

+11.5% from 2016

Average account balance

$114,329

+15.6% from 2016

Annual return

20.03%

+12.25 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.12M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

113

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.

64.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$861K

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

+17.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$418

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY3+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708	Advisory (Plan)	$5,666

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

$800

$6 / participant

Other / not subdivided$800100.0%

% of EOY assets

0.006%

all-in expense ratio

Categories reported

0 / 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: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,329

$71,192+60.6%

$117,861-3.0%

$62,293+83.5%

Participation rate

72.8%

74.2%-1.4pp

79.7%-6.9pp

69.5%+3.3pp

Annual return

20.03%

18.66%+1.4pp

335.11%-315.1pp

28.90%-8.9pp

Employer contribution / active EE

$1,934-100.0%

$3,786-100.0%

$2,042-100.0%

Participant deferral / active EE

$5,164

$3,189+61.9%

$4,482+15.2%

$3,169+62.9%

Admin fee / account holder

$587-98.8%

$8,021-99.9%

$479-98.5%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY3+ years

Filed as: VOYA RETIREMENT INS AND ANNUITY CO

Service code 27 · EIN 71-0294708

Advisory (Plan)

$5,666

LMC ENTERPRISES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LMC ENTERPRISES 401(K) 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