Retirement plan

MARIO FISCHETTI NURSERY, INC. PROFIT SHARING PLAN

Name: MARIO FISCHETTI NURSERY, INC. - MARIO FISCHETTI NURSERY, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: MARIO FISCHETTI NURSERY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARIO FISCHETTI NURSERY, INC. PROFIT SHARING PLAN, MARIO FISCHETTI NURSERY, INC.

MARIO FISCHETTI NURSERY, INC.EIN 11-2132562Plan #002PY 2020

972 GLEN COVE AVENUE - GLEN HEAD, NY 11545516-671-7133mariofischettinursery.comLinkedIn1-10 employeescommercial real estate

Other plans on this EIN

1 filing

#003Retirement-$5.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+10.7% from 2019

Total participants

0.0% from 2019

Average account balance

$175,702

+10.7% from 2019

Annual return

10.74%

-5.55 pp from 2019

Benchmarks

See 22,200 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,200 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$254K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$181K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+7.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3909

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 codes2E2F2H2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$295 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.168%

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

$175,702

$162,785+7.9%

$133,959+31.2%

$158,950+10.5%

Participation rate

85.7%

83.2%+2.5pp

79.8%+5.9pp

82.0%+3.8pp

Annual return

10.74%

41.94%-31.2pp

45.09%-34.4pp

302.91%-292.2pp

Employer contribution / active EE

$4,975-100.0%

$3,919-100.0%

$4,762-100.0%

Participant deferral / active EE

$5,910-100.0%

$5,047-100.0%

$5,983-100.0%

Admin fee / account holder

$295

$11,738-97.5%

$8,928-96.7%

$11,248-97.4%

MARIO FISCHETTI NURSERY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARIO FISCHETTI NURSERY, INC. PROFIT SHARING 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