Retirement plan

WHITEWOOD STABLE, INC. PROFIT SHARING AND RETIREMENT PLAN

Name: WHITEWOOD STABLE, INC. - WHITEWOOD STABLE, INC. PROFIT SHARING AND RETIREMENT PLAN (2017) Form 5500
Creator: WHITEWOOD STABLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHITEWOOD STABLE, INC. PROFIT SHARING AND RETIREMENT PLAN, WHITEWOOD STABLE, INC.

WHITEWOOD STABLE, INC.EIN 13-3257289Plan #001PY 2017

P.O. BOX J, 3870 HALFWAY ROAD - THE PLAINS, VA 20198540-253-5540LinkedIn1-10 employeesranching

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.9M

+16.5% from 2016

Total participants

-11.3% from 2016

Average account balance

$189,979

+34.4% from 2016

Annual return

15.30%

+9.20 pp from 2016

Benchmarks

See 1,712 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,712 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.14M

Not enough data

1 years with asset history on file

Average account balance

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

$278K

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.

153.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$508K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8667

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 codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$271K

$9336 / participant

Other / not subdivided$271K100.0%

% of EOY assets

2.741%

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

$189,979

$57,828+228.5%

$117,039+62.3%

$70,124+170.9%

Participation rate

89.7%

67.1%+22.5pp

77.2%+12.5pp

69.5%+20.1pp

Annual return

15.30%

17.55%-2.2pp

18.95%-3.6pp

73.14%-57.8pp

Employer contribution / active EE

$6,934

$1,816+281.8%

$3,785+83.2%

$2,342+196.0%

Participant deferral / active EE

$5,801

$2,438+138.0%

$3,929+47.6%

$3,332+74.1%

Admin fee / account holder

$5,207

$3,548+46.7%

$5,974-12.8%

$4,645+12.1%

WHITEWOOD STABLE, INC. PROFIT SHARING AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHITEWOOD STABLE, INC. PROFIT SHARING AND 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