Retirement plan

S.A. CAMP PUMP COMPANY UNION 401(K) PLAN

Name: S A CAMP PUMP COMPANY - S.A. CAMP PUMP COMPANY UNION 401(K) PLAN (2018) Form 5500
Creator: S A CAMP PUMP COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S.A. CAMP PUMP COMPANY UNION 401(K) PLAN, S A CAMP PUMP COMPANY

S A CAMP PUMP COMPANYEIN 95-3147293Plan #001PY 2018

P.O. BOX 82575 - BAKERSFIELD, CA 933802575661-399-4451

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.5M

+13.6% from 2017

Total participants

0.0% from 2017

Average account balance

$72,742

+13.6% from 2017

Annual return

-0.68%

+8.51 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.44M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

138.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$559K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6879

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$72,742

$77,817-6.5%

$123,553-41.1%

$64,173+13.4%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

-0.68%

12.49%-13.2pp

119.21%-119.9pp

7.63%-8.3pp

Employer contribution / active EE

$6,804

$3,014+125.7%

$4,628+47.0%

$2,381+185.8%

Participant deferral / active EE

$4,333

$5,240-17.3%

$6,426-32.6%

$3,470+24.9%

Admin fee / account holder

$5,519-100.0%

$9,284-100.0%

$4,887-100.0%

S.A. CAMP PUMP COMPANY UNION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

S.A. CAMP PUMP COMPANY UNION 401(K) 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