Profile
Oxbow Affiliated Companies Retirement Plan in West Palm Beach, FL is in the Southeast, its EIN is 042800610, its industry group is Other Professional, Scientific, and Technical Services, its plan administrator is Doug Pore, is a profit-sharing plan, collectively bargained, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a multiemployer plan, plan year began in q1, its business code is 541990, has 500 to 999 total participants, is worse than the overall plan medians in each of total liabilities, total income, corrective distributions, and diversity of asset types (4 total), and is better than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (the entire set of 5).
Numeric values:
- net assets (assets minus liabilities) ($151.80M)
- total assets ($151,752,089)
- value of interest in registered investment companies (e.g., mutual funds) ($135.50M)
- total assets at beginning of plan year ($126,072,979)
- total income ($31,098,624)
- net income ($25,679,618)
- earnings on investments ($23,520,154)
- net earnings on investments ($23,520,154)
- value of interest in common/collective trusts ($14,610,652)
- total contributions ($7,472,582)
- total expenses ($5,419,006)
- cash contributions from participants ($4,177,712)
- cash contributions from employers ($3,167,234)
- participant loans ($1,316,752)
- receivables - employer contributions ($310,000)
- average account balance ($266,232)
- total noninterest-bearing cash ($62,623)
- recordkeeping fees ($47,828)
- total administrative expenses ($47,828)
- net income per total participant ($45,052)
- average employer+participant cash contribution per active participant ($25,592)
- average participant cash contribution per active participant ($14,556)
- average employer cash contribution per active participant ($11,036)
- total liabilities ($1,664)
- corrective distributions ($1,664)
- total administrative expense per participant ($83.91)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- plan salaries and allowances ($0)
- contract administrator fees ($0)
- IQPA audit fees ($0)
- investment advisory and management fees ($0)
- bank or trust company trustee/custodial fees ($0)
- actuarial fees ($0)
- legal fees ($0)
- valuation/appraisal fees ($0)
- other trustee fees and expenses ($0)
- other administrative expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- amount of loss caused by fraud or dishonesty ($0)
- percentage of active participants (50.4%)
- growth in total assets during the plan year (20.4%)
- yield on beginning-of-plan-year total assets (18.66%)
- diversity of asset types (12.1%)
- participant loans as a percentage of plan assets (0.87%)
- total cash as a percentage of plan assets (0.04%)
- total administrative expense ratio (0.032%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (287)
- deceased participants whose beneficiaries receive or are entitled to benefits (3)
- living participants (567)
- other retired or separated participants entitled to future benefits (280)
- retired or separated participants receiving benefits (0)
- total participants (570)