Retirement plan

TAKARI INTERNATIONAL INC. RETIREMENT PLAN

Name: TAKARI INTERNATIONAL INC. - TAKARI INTERNATIONAL INC. RETIREMENT PLAN (2016) Form 5500
Creator: TAKARI INTERNATIONAL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAKARI INTERNATIONAL INC. RETIREMENT PLAN, TAKARI INTERNATIONAL INC.

TAKARI INTERNATIONAL INC.EIN 95-4232688Plan #001PY 2016

2040 E. LOCUST COURT - ONTARIO, CA 91761909-923-9399takari.comLinkedIn11-50 employeesimport and export

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$343K

No prior year

Total participants

No prior year

Average account balance

$38,134

No prior year

Annual return

5.22%

No prior year

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$940

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 codes2F2G2J3D

Plan features

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

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

$177 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.515%

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

$38,134

$131,835-71.1%

$108,582-64.9%

$273,972-86.1%

Participation rate

70.0%

83.5%-13.5pp

79.6%-9.6pp

83.0%-13.0pp

Annual return

5.22%

-91.57%+96.8pp

-51.70%+56.9pp

41.46%-36.2pp

Employer contribution / active EE

$1,643

$4,913-66.6%

$3,758-56.3%

$4,869-66.2%

Participant deferral / active EE

$5,757

$5,127+12.3%

$4,311+33.5%

$5,287+8.9%

Admin fee / account holder

$197

$10,253-98.1%

$7,645-97.4%

$10,133-98.1%

TAKARI INTERNATIONAL INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAKARI INTERNATIONAL INC. RETIREMENT 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