Plans » Benchmarking Engine
Benchmarking CFAN Company Retirement/Savings Plan in San Marcos, TX against
good (1)
neutral (5)
CFAN Company Retirement/Savings Plan in San Marcos, TX has the 7th-highest total income ($7,128,559) of the 45 plans whose industry group is Engine, Turbine, and Power Transmission Equipment Manufacturing. Those $7,128,559 compare to an average of $4,439,915 across the 45 plans.
- whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. 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.
- total income. Higher values are better. From Line 2d, Schedule H. 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.
CFAN Company Retirement/Savings Plan in San Marcos, TX is in Texas, its EIN is 311338107, its industry group is Engine, Turbine, and Power Transmission Equipment Manufacturing, its plan administrator is Lourdes Holguin, 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 333610, has 100 to 499 total participants, and is worse than the overall participant averages in each of net income per total participant, active-participant contributions per head, and employer contributions per active participant.
Global References
Numeric values:
- total assets ($38,338,554)
- net assets (assets minus liabilities) ($38.30M)
- total assets at beginning of plan year ($36,034,773)
- value of interest in registered investment companies (e.g., mutual funds) ($35.30M)
- total income ($7,128,559)
- earnings on investments ($5,437,580)
- net earnings on investments ($5,420,860)
- total expenses ($4,824,778)
- net income ($2,303,781)
- value of interest in common/collective trusts ($1,835,673)
- total contributions ($1,690,979)
- cash contributions from participants ($1,308,316)
- participant loans ($1,201,267)
- cash contributions from employers ($382,663)
- average account balance ($83,164)
- total administrative expenses ($27,069)
- investment advisory and management fees ($16,720)
- corrective distributions ($12,031)
- other administrative expenses ($10,349)
- net income per total participant ($4,997)
- average participant cash contribution per active participant ($3,644)
- average employer cash contribution per active participant ($1,066)
- total administrative expense per participant ($58.72)
- 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 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)
- professional fees ($0)
- contract administrator fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (77.9%)
- yield on beginning-of-plan-year total assets (15.04%)
- diversity of asset types (10.4%)
- participant loans as a percentage of plan assets (3.13%)
- total administrative expense ratio (0.071%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (359)
- deceased participants whose beneficiaries receive or are entitled to benefits (3)
- living participants (458)
- other retired or separated participants entitled to future benefits (99)
- retired or separated participants receiving benefits (0)
- total participants (461)
Global References