Retirement plan

ERIKSON GRAIN MILL INC PROFIT SHARING PLAN

Name: ERIKSON GRAIN MILL, INC. - ERIKSON GRAIN MILL INC PROFIT SHARING PLAN (2016) Form 5500
Creator: ERIKSON GRAIN MILL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERIKSON GRAIN MILL INC PROFIT SHARING PLAN, ERIKSON GRAIN MILL, INC.

ERIKSON GRAIN MILL, INC.EIN 04-2434452Plan #002PY 2016

PO BOX 2263 - ACTON, MA 01720978-263-4733eriksongrainmillinc.comLinkedIn1-10 employeesretail

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.5M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

8.41%

No prior year

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.70M

Not enough data

1 years with asset history on file

Average account balance

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

$856K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+15.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$261K

$43542 / participant

Other / not subdivided$261K100.0%

% of EOY assets

3.461%

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

$105,623-100.0%

$87,502-100.0%

$273,972-100.0%

Participation rate

0.0%

78.2%-78.2pp

73.8%-73.8pp

83.0%-83.0pp

Annual return

8.41%

12.26%-3.8pp

12.21%-3.8pp

41.46%-33.0pp

Employer contribution / active EE

$25,400

$3,141+708.8%

$2,550+896.2%

$4,869+421.7%

Participant deferral / active EE

$15,167

$3,601+321.2%

$3,149+381.7%

$5,287+186.9%

Admin fee / account holder

$4,781-100.0%

$4,221-100.0%

$10,133-100.0%

ERIKSON GRAIN MILL INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERIKSON GRAIN MILL INC PROFIT SHARING 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