Retirement plan

QUAKER SUGAR COMPANY PROFIT SHARING & 401(K) PLAN

Name: QUAKER SUGAR CO., INC. - QUAKER SUGAR COMPANY PROFIT SHARING & 401(K) PLAN (2017) Form 5500
Creator: QUAKER SUGAR CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUAKER SUGAR COMPANY PROFIT SHARING & 401(K) PLAN, QUAKER SUGAR CO., INC.

QUAKER SUGAR CO., INC.EIN 11-1876733Plan #001PY 2017

100 ANDREWS ROAD - HICKSVILLE, NY 11801718-387-6500quakersugar.comLinkedIn1-10 employeeswholesale

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+29.3% from 2016

Total participants

+20.0% from 2016

Average account balance

$385,837

+7.7% from 2016

Annual return

25.42%

+23.71 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.59M

Not enough data

1 years with asset history on file

Average account balance

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

$513K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+32.29%

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$385,837

$144,130+167.7%

$117,861+227.4%

$147,586+161.4%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

25.42%

531.20%-505.8pp

335.11%-309.7pp

578.59%-553.2pp

Employer contribution / active EE

$9,153

$4,897+86.9%

$3,786+141.7%

$4,876+87.7%

Participant deferral / active EE

$4,642

$5,316-12.7%

$4,482+3.6%

$5,439-14.6%

Admin fee / account holder

$10,887-100.0%

$8,021-100.0%

$10,886-100.0%

QUAKER SUGAR COMPANY PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

QUAKER SUGAR COMPANY PROFIT SHARING & 401(K) 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