Retirement plan

MASKER FRUIT FARMS EMPLOYEE PENSION PLAN

Name: MASKER FRUIT FARM INC EMPLOYEE - MASKER FRUIT FARMS EMPLOYEE PENSION PLAN (2017) Form 5500
Creator: MASKER FRUIT FARM INC EMPLOYEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MASKER FRUIT FARMS EMPLOYEE PENSION PLAN, MASKER FRUIT FARM INC EMPLOYEE

MASKER FRUIT FARM INC EMPLOYEEEIN 14-1508167Plan #001PY 2017

PO BOX 398 - WARWICK, NY 10990845-986-1058

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.4M

+7.0% from 2016

Total participants

-100.0% from 2016

Average account balance

-100.0% from 2016

Annual return

7.82%

+8.00 pp from 2016

Benchmarks

See 42 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Cohort42 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+35.34%

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2C3E

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$92K

Other / not subdivided$92K100.0%

% of EOY assets

2.747%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$146,867-100.0%

$117,039-100.0%

Participation rate

0.0%

71.8%-71.8pp

77.2%-77.2pp

Annual return

7.82%

5.28%+2.5pp

18.95%-11.1pp

Employer contribution / active EE

$1,814-100.0%

$3,785-100.0%

Participant deferral / active EE

$3,165-100.0%

$3,929-100.0%

Admin fee / account holder

$9,846-100.0%

$5,974-100.0%

MASKER FRUIT FARMS EMPLOYEE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MASKER FRUIT FARMS EMPLOYEE PENSION 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