Retirement plan

PEBBLEDALE FARMS, INC. 401(K) PLAN

Name: PEBBLEDALE FARMS, INC. - PEBBLEDALE FARMS, INC. 401(K) PLAN (2016) Form 5500
Creator: PEBBLEDALE FARMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEBBLEDALE FARMS, INC. 401(K) PLAN, PEBBLEDALE FARMS, INC.

PEBBLEDALE FARMS, INC.EIN 03-0561709Plan #001PY 2016

12729 AMBER LANE - LITHIA, FL 33547863-450-8202LinkedIn1-10 employeesfarming

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$54K

+66.5% from 2015

Total participants

0.0% from 2015

Average account balance

$13,576

+66.5% from 2015

Annual return

8.61%

+13.56 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$122K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

10.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$214

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

+10.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$661

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 codes2F2G2J3D

Plan features

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$359

$90 / participant

Other / not subdivided$359100.0%

% of EOY assets

0.661%

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

$13,576

$136,307-90.0%

$106,619-87.3%

$273,972-95.0%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

8.61%

11.05%-2.4pp

9.42%-0.8pp

41.46%-32.8pp

Employer contribution / active EE

$2,178

$5,190-58.0%

$3,947-44.8%

$4,869-55.3%

Participant deferral / active EE

$2,542

$4,969-48.8%

$3,930-35.3%

$5,287-51.9%

Admin fee / account holder

$90

$8,625-99.0%

$6,418-98.6%

$10,133-99.1%

PEBBLEDALE FARMS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEBBLEDALE FARMS, INC. 401(K) 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