Retirement plan

VOLANTE FARMS, INC. PROFIT SHARING PLAN

Name: VOLANTE FARMS, INC. - VOLANTE FARMS, INC. PROFIT SHARING PLAN (2018) 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 2018

292 FOREST STREET - NEEDHAM, MA 02492781-444-0048

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.8M

-3.5% from 2017

Total participants

+33.3% from 2017

Average account balance

$43,012

-30.7% from 2017

Annual return

-6.65%

-20.60 pp from 2017

Benchmarks

See 1,775 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,775 peers

Snapshot2018

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

$9K

$152 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.326%

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

$43,012

$52,836-18.6%

$105,738-59.3%

$64,173-33.0%

Participation rate

100.0%

66.5%+33.5pp

76.3%+23.7pp

69.6%+30.4pp

Annual return

-6.65%

14.30%-21.0pp

6.27%-12.9pp

7.63%-14.3pp

Employer contribution / active EE

$1,593

$1,827-12.8%

$3,268-51.3%

$2,381-33.1%

Participant deferral / active EE

$2,545-100.0%

$4,080-100.0%

$3,470-100.0%

Admin fee / account holder

$140

$3,959-96.5%

$6,913-98.0%

$4,887-97.1%

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