Plans » Benchmarking Engine
Benchmarking The Robinette Company 401(K) Plan in Bristol, TN against
neutral (2)
The Robinette Company 401(K) Plan in Bristol, TN has the 5th-most in participant loans ($461,938) of the 28 plans within 50 miles. Those $461,938 compare to an average of $193,090 across the 28 plans.
- participant loans. At end of plan year. The current value of all loans to participants including residential mortgage loans that are subject to Code section 72(p). Line 1c(8) from Schedule H. A missing entry from the Schedule H is here assigned a value of $0. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
-
within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
The Robinette Company 401(K) Plan in Bristol, TN is in Tennessee, its EIN is 621302284, its industry group is Converted Paper Product Manufacturing, its plan administrator is Carolyn Ferrell, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 322200, has 100 to 499 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, yield on beginning-of-plan-year total assets, and diversity of asset types (5 total), is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total), and is higher than the overall administrative medians in each of contract administrator fees, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- net assets (assets minus liabilities) ($16.40M)
- total assets ($16,352,511)
- value of interest in registered investment companies (e.g., mutual funds) ($15.90M)
- total assets at beginning of plan year ($15,318,613)
- total income ($3,055,037)
- total expenses ($2,021,139)
- earnings on investments ($1,929,398)
- net earnings on investments ($1,929,398)
- total contributions ($1,125,639)
- net income ($1,033,898)
- cash contributions from participants ($804,165)
- participant loans ($461,938)
- cash contributions from employers ($284,418)
- contract administrator fees ($60,968)
- total administrative expenses ($60,968)
- average account balance ($45,805)
- net income per total participant ($2,896)
- average participant cash contribution per active participant ($2,545)
- average employer cash contribution per active participant ($900.10)
- total administrative expense per participant ($170.78)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- 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 common/collective trusts ($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)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (88.5%)
- yield on beginning-of-plan-year total assets (12.60%)
- diversity of asset types (4.0%)
- participant loans as a percentage of plan assets (2.82%)
- total administrative expense ratio (0.370%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (316)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (357)
- other retired or separated participants entitled to future benefits (40)
- retired or separated participants receiving benefits (1)
- total participants (357)
Global References