Retirement plan

A OIL RETIREMENT PLAN

Name: APPLE VALLEY OIL, INC. - A OIL RETIREMENT PLAN (2024) 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 2024

50 CEDAR SWAMP RD - SMITHFIELD, RI 02917401-949-0252

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+18.7% from 2023

Total participants

0.0% from 2023

Average account balance

$143,533

+18.7% from 2023

Annual return

12.32%

-4.68 pp from 2023

Benchmarks

See 1,946 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,946 peers

Snapshot2024

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

0.005%

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

$143,533

$97,751+46.8%

$103,431+38.8%

$145,978-1.7%

Participation rate

100.0%

81.1%+18.9pp

80.5%+19.5pp

80.3%+19.7pp

Annual return

12.32%

25.43%-13.1pp

23.92%-11.6pp

550.52%-538.2pp

Employer contribution / active EE

$2,064

$4,684-55.9%

$4,678-55.9%

$4,662-55.7%

Participant deferral / active EE

$6,975

$6,603+5.6%

$6,625+5.3%

$6,690+4.3%

Admin fee / account holder

$12,515-99.9%

$9,412-99.9%

$13,400-99.9%

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