Retirement plan

CLINTON NURSERIES INC 401(K) PROFIT SHARING PLAN AND TRUST

Name: CLINTON NURSERIES INC - CLINTON NURSERIES INC 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: CLINTON NURSERIES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLINTON NURSERIES INC 401(K) PROFIT SHARING PLAN AND TRUST, CLINTON NURSERIES INC

CLINTON NURSERIES INCEIN 06-0861696Plan #001PY 2015

PO BOX 679 - WESTBROOK, CT 06498860-399-3000yelp.com/biz/clinton-nurseries-of-florida-havanaLinkedIn51-200 employeesfarming

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.7M

No prior year

Total participants

391

No prior year

Average account balance

$25,644

No prior year

Annual return

0.09%

No prior year

Benchmarks

See 186 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort186 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.41M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

126

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.

76.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$357K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176

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

1 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 codes2E2F2H2J3D3H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$10 / participant

Contract admin$4K100.0%

% of EOY assets

0.049%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LEWITZ,BALOSIE,WOLLACK,RAYNER,&GIRO
Auditor EIN: 061533072
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,644

$41,317-37.9%

$85,969-70.2%

$55,191-53.5%

Participation rate

76.5%

54.5%+22.0pp

76.5%-0.1pp

69.2%+7.3pp

Annual return

0.09%

3.93%-3.8pp

9.32%-9.2pp

10.78%-10.7pp

Employer contribution / active EE

$435

$1,198-63.7%

$3,474-87.5%

$1,899-77.1%

Participant deferral / active EE

$774

$1,914-59.6%

$3,829-79.8%

$3,046-74.6%

Admin fee / account holder

$13

$97-87.0%

$6,053-99.8%

$91-86.1%

CLINTON NURSERIES INC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLINTON NURSERIES INC 401(K) PROFIT SHARING PLAN AND TRUST

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