Retirement plan

R & B WHOLESALE DIST INC 401(K) PROFIT SHARING PLAN & TRUST

Name: R & B WHOLESALE DIST INC - R & B WHOLESALE DIST INC 401(K) PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: R & B WHOLESALE DIST INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R & B WHOLESALE DIST INC 401(K) PROFIT SHARING PLAN & TRUST, R & B WHOLESALE DIST INC

R & B WHOLESALE DIST INCEIN 95-3355162Plan #001PY 2017

2350 S MILLIKEN AVE - ONTARIO, CA 91761909-230-5400rbdist.comLinkedIn51-200 employeeswholesale

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.2M

No prior year

Total participants

118

No prior year

Average account balance

$73,008

No prior year

Annual return

16.55%

+7.86 pp from 2016

Benchmarks

See 143 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Cohort143 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$15.39M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

146

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.

64.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$173

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

See the 4-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$33 / participant

Contract admin$78824.3%
Other / not subdivided$2K75.7%

% 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: BAS PARTNERS LLC
Auditor EIN: 208779390
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,008

$190,225-61.6%

$117,854-38.1%

Participation rate

80.8%

74.9%+6.0pp

79.7%+1.1pp

Annual return

16.55%

90.66%-74.1pp

335.08%-318.5pp

Employer contribution / active EE

$2,036

$1,779+14.4%

$3,786-46.2%

Participant deferral / active EE

$4,194

$3,327+26.1%

$4,482-6.4%

Admin fee / account holder

$33

$9,756-99.7%

$8,020-99.6%

R & B WHOLESALE DIST INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R & B WHOLESALE DIST INC 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