Retirement plan

A OIL RETIREMENT PLAN

Name: APPLE VALLEY OIL, INC. - A OIL RETIREMENT PLAN (2022) Form 5500
Creator: APPLE VALLEY OIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A OIL RETIREMENT PLAN, APPLE VALLEY OIL, INC.

APPLE VALLEY OIL, INC.EIN 05-0501053Plan #001PY 2022

PO BOX 566 - GREENVILLE, RI 02828401-949-0252

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$677K

-13.1% from 2021

Total participants

+40.0% from 2021

Average account balance

$112,892

-27.5% from 2021

Annual return

-19.47%

-42.99 pp from 2021

Benchmarks

See 1,621 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,621 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.32%

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 codes2E2F2G2J3D

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.
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

$50

$8 / participant

Other / not subdivided$50100.0%

% 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

$112,892

$90,467+24.8%

$93,759+20.4%

$134,532-16.1%

Participation rate

83.3%

82.0%+1.4pp

81.0%+2.4pp

81.2%+2.1pp

Annual return

-19.47%

-15.72%-3.8pp

-11.33%-8.1pp

418.27%-437.7pp

Employer contribution / active EE

$1,370

$4,345-68.5%

$4,324-68.3%

$4,741-71.1%

Participant deferral / active EE

$6,958

$5,980+16.4%

$6,096+14.2%

$6,401+8.7%

Admin fee / account holder

$9,258-99.9%

$7,197-99.9%

$11,429-99.9%

A OIL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A OIL RETIREMENT 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