Retirement plan

CAL-JAVA INTERNATIONAL, INC. 401(K) PLAN

Name: CAL-JAVA INTERNATIONAL, INC. - CAL-JAVA INTERNATIONAL, INC. 401(K) PLAN (2018) Form 5500
Creator: CAL-JAVA INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAL-JAVA INTERNATIONAL, INC. 401(K) PLAN, CAL-JAVA INTERNATIONAL, INC.

CAL-JAVA INTERNATIONAL, INC.EIN 95-4073445Plan #001PY 2018

19519 BUSINESS CENTER DRIVE - NORTHRIDGE, CA 91324818-718-2707

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

-0.9% from 2017

Total participants

+18.2% from 2017

Average account balance

$48,920

-12.8% from 2017

Annual return

-6.26%

-23.99 pp from 2017

Benchmarks

See 22,375 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,375 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

170.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2257

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$105 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.163%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$48,920

$135,639-63.9%

$110,241-55.6%

$135,382-63.9%

Participation rate

94.7%

83.5%+11.3pp

79.8%+14.9pp

82.6%+12.1pp

Annual return

-6.26%

513.21%-519.5pp

314.75%-321.0pp

519.77%-526.0pp

Employer contribution / active EE

$1,143

$4,907-76.7%

$3,827-70.1%

$4,779-76.1%

Participant deferral / active EE

$2,444

$5,507-55.6%

$4,672-47.7%

$5,609-56.4%

Admin fee / account holder

$80

$11,457-99.3%

$8,548-99.1%

$10,829-99.3%

CAL-JAVA INTERNATIONAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAL-JAVA INTERNATIONAL, INC. 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