Profile
Timberline Manufacturing Company 401(K) Plan in Marion, IA is in Iowa, its EIN is 421432196, its industry group is Other Electrical Equipment and Component Manufacturing, its plan administrator is Lisa Cook, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, its business code is 335900, has 100 to 499 total participants, is worse than the overall participant averages in each of average account balance, active-participant contributions per head, and total administrative expense per participant, and is higher than the overall administrative medians in each of contract administrator fees, investment advisory and management fees, other administrative expenses, total administrative expenses, and total administrative expense ratio.
Numeric values:
- total assets at beginning of plan year ($4,119,955)
- total assets ($3,421,622)
- value of interest in registered investment companies (e.g., mutual funds) ($3.40M)
- net assets (assets minus liabilities) ($3.40M)
- total expenses ($833,609)
- total contributions ($767,145)
- cash contributions from participants ($426,859)
- cash contributions from employers ($271,411)
- total income ($135,276)
- total administrative expenses ($47,061)
- contract administrator fees ($32,021)
- value of funds held in insurance company general account (unallocated contracts) ($28,037)
- receivables - participant contributions ($16,447)
- average account balance ($15,989)
- investment advisory and management fees ($14,322)
- receivables - employer contributions ($10,304)
- corrective distributions ($9,755)
- average employer+participant cash contribution per active participant ($3,858)
- average participant cash contribution per active participant ($2,358)
- average employer cash contribution per active participant ($1,500)
- other administrative expenses ($718)
- total administrative expense per participant ($219.91)
- total noninterest-bearing cash ($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)
- participant loans ($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)
- 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)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- net income per total participant (-$3,263)
- earnings on investments (-$651,909)
- net earnings on investments (-$666,231)
- net income (-$698,333)
- percentage of active participants (84.6%)
- diversity of asset types (3.1%)
- total administrative expense ratio (1.375%)
- participant loans as a percentage of plan assets (0.00%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- yield on beginning-of-plan-year total assets (-16.17%)
- growth in total assets during the plan year (-17.0%)
- active participants (181)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (214)
- other retired or separated participants entitled to future benefits (32)
- retired or separated participants receiving benefits (1)
- total participants (214)