Retirement plan

L.C. PLUMBING SUPPLY CORP. 401(K) PLAN

Name: L.C. PLUMBING SUPPLY CORP. - L.C. PLUMBING SUPPLY CORP. 401(K) PLAN (2021) Form 5500
Creator: L.C. PLUMBING SUPPLY CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, L.C. PLUMBING SUPPLY CORP. 401(K) PLAN, L.C. PLUMBING SUPPLY CORP.

L.C. PLUMBING SUPPLY CORP.EIN 95-4380149Plan #002PY 2021

3236 PECK ROAD - EL MONTE, CA 91731626-444-8676LinkedIn1-10 employeescomputer software

Other plans on this EIN

1 filing

#003Retirement-$390K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$529K

+87.2% from 2020

Total participants

+29.2% from 2020

Average account balance

$17,072

+44.9% from 2020

Annual return

12.48%

+14.19 pp from 2020

Benchmarks

See 9,036 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,036 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.95M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

118.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$352K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2241

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$131 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.715%

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

$17,072

$99,994-82.9%

$146,647-88.4%

$85,851-80.1%

Participation rate

100.0%

73.1%+26.9pp

80.1%+19.9pp

69.3%+30.7pp

Annual return

12.48%

18.93%-6.5pp

22.75%-10.3pp

318.63%-306.2pp

Employer contribution / active EE

$4,739

$2,559+85.2%

$4,137+14.5%

$2,565+84.7%

Participant deferral / active EE

$2,674

$4,006-33.3%

$5,506-51.4%

$3,952-32.3%

Admin fee / account holder

$122

$7,703-98.4%

$10,281-98.8%

$6,261-98.0%

L.C. PLUMBING SUPPLY CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

L.C. PLUMBING SUPPLY CORP. 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