Retirement plan

JANTEX INKS & BEYOND, INC. 401-K PROFIT SHARING PLAN

Name: JANTEX INKS & BEYOND, INC. - JANTEX INKS & BEYOND, INC. 401-K PROFIT SHARING PLAN (2016) Form 5500
Creator: JANTEX INKS & BEYOND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JANTEX INKS & BEYOND, INC. 401-K PROFIT SHARING PLAN, JANTEX INKS & BEYOND, INC.

JANTEX INKS & BEYOND, INC.EIN 95-4626998Plan #001PY 2016

7711 PARAMOUNT BLVD. - PICO RIVERA, CA 90660562-949-3900LinkedIn11-50 employeescomputer software

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$430K

+3.9% from 2015

Total participants

-5.9% from 2015

Average account balance

$28,652

+17.8% from 2015

Annual return

2.55%

+5.04 pp from 2015

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

$141K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$287

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

+9.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$275

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 codes2E2F2G2J3D

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$166 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.503%

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

$28,652

$131,835-78.3%

$108,582-73.6%

$273,972-89.5%

Participation rate

92.3%

83.5%+8.9pp

79.6%+12.7pp

83.0%+9.3pp

Annual return

2.55%

-91.57%+94.1pp

-51.70%+54.3pp

41.46%-38.9pp

Employer contribution / active EE

$4,913-100.0%

$3,758-100.0%

$4,869-100.0%

Participant deferral / active EE

$596

$5,127-88.4%

$4,311-86.2%

$5,287-88.7%

Admin fee / account holder

$144

$10,253-98.6%

$7,645-98.1%

$10,133-98.6%

JANTEX INKS & BEYOND, INC. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JANTEX INKS & BEYOND, INC. 401-K PROFIT SHARING 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