Retirement plan

COMMONWEALTH GREENHOUSES PROFIT SHARING PLAN

Name: COMMONWEALTH GREENHOUSES, LLC - COMMONWEALTH GREENHOUSES PROFIT SHARING PLAN (2024) Form 5500
Creator: COMMONWEALTH GREENHOUSES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMONWEALTH GREENHOUSES PROFIT SHARING PLAN, COMMONWEALTH GREENHOUSES, LLC

COMMONWEALTH GREENHOUSES, LLCEIN 20-0634531Plan #001PY 2024

23079 ZACHARY TAYLOR HWY - CULPEPER, VA 227017704540-661-9142commonwealthsurgeons.comLinkedIn1-10 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$807K

+10.5% from 2023

Total participants

0.0% from 2023

Average account balance

$53,775

+10.5% from 2023

Annual return

10.47%

-6.64 pp from 2023

Benchmarks

See 6,267 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,267 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$807K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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

Not enough data

0 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

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$246

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 codes2E2F2G2T3D

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$246 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.458%

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

$53,775

$150,197-64.2%

$120,368-55.3%

$145,959-63.2%

Participation rate

93.3%

78.8%+14.6pp

71.9%+21.4pp

80.3%+13.0pp

Annual return

10.47%

154.26%-143.8pp

107.26%-96.8pp

561.95%-551.5pp

Employer contribution / active EE

$4,350-100.0%

$3,465-100.0%

$4,661-100.0%

Participant deferral / active EE

$6,174-100.0%

$4,991-100.0%

$6,689-100.0%

Admin fee / account holder

$246

$12,216-98.0%

$9,429-97.4%

$13,398-98.2%

COMMONWEALTH GREENHOUSES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMONWEALTH GREENHOUSES 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