Retirement plan

ELM CITY CHEESE COMPANY, INC. PROFIT SHARING PLAN

Name: ELM CITY CHEESE COMPANY, INC. - ELM CITY CHEESE COMPANY, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: ELM CITY CHEESE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELM CITY CHEESE COMPANY, INC. PROFIT SHARING PLAN, ELM CITY CHEESE COMPANY, INC.

ELM CITY CHEESE COMPANY, INC.EIN 06-0880735Plan #002PY 2017

2240 STATE STREET - HAMDEN, CT 06517203-865-5768elmcitycheese.comLinkedIn1-10 employeesdairy

Other plans on this EIN

1 filing

#004Retirement-$738K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+18.4% from 2016

Total participants

0.0% from 2016

Average account balance

$35,492

+18.4% from 2016

Annual return

10.25%

+2.42 pp from 2016

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.30M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

244.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

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

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$436

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 codes3D2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$35,492

$100,901-64.8%

$75,501-53.0%

$147,586-76.0%

Participation rate

100.0%

77.1%+22.9pp

72.4%+27.6pp

82.8%+17.2pp

Annual return

10.25%

35.78%-25.5pp

27.35%-17.1pp

578.59%-568.3pp

Employer contribution / active EE

$9,459

$3,253+190.7%

$2,352+302.2%

$4,876+94.0%

Participant deferral / active EE

$4,027-100.0%

$3,142-100.0%

$5,439-100.0%

Admin fee / account holder

$11,285-100.0%

$5,801-100.0%

$10,886-100.0%

ELM CITY CHEESE COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ELM CITY CHEESE COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion