Retirement plan

VOLANTE FARMS, INC. PROFIT SHARING PLAN

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

VOLANTE FARMS, INC.EIN 04-2622484Plan #001PY 2016

292 FOREST STREET - NEEDHAM, MA 02492781-444-2351

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+13.7% from 2015

Total participants

+11.6% from 2015

Average account balance

$50,922

+1.8% from 2015

Annual return

9.86%

+13.09 pp from 2015

Benchmarks

See 1,668 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,668 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.55M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

107.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$472K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1056

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 codes2E3D2G2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$183

$5 / participant

Other / not subdivided$183100.0%

% of EOY assets

0.007%

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

$50,922

$51,708-1.5%

$106,619-52.2%

$62,881-19.0%

Participation rate

100.0%

66.9%+33.1pp

78.0%+22.0pp

69.3%+30.7pp

Annual return

9.86%

4.69%+5.2pp

9.42%+0.4pp

20.14%-10.3pp

Employer contribution / active EE

$2,232

$1,764+26.6%

$3,947-43.4%

$2,281-2.1%

Participant deferral / active EE

$2,315-100.0%

$3,930-100.0%

$3,203-100.0%

Admin fee / account holder

$3,349-99.9%

$6,418-99.9%

$4,296-99.9%

VOLANTE FARMS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VOLANTE FARMS, 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