Retirement plan

SWAN LAND AND LIVESTOCK, INC. 401(K) PLAN

Name: SWAN LAND AND LIVESTOCK, INC. - SWAN LAND AND LIVESTOCK, INC. 401(K) PLAN (2020) Form 5500
Creator: SWAN LAND AND LIVESTOCK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWAN LAND AND LIVESTOCK, INC. 401(K) PLAN, SWAN LAND AND LIVESTOCK, INC.

SWAN LAND AND LIVESTOCK, INC.EIN 20-0756555Plan #001PY 2020

1185 NORTH 14TH AVENUE, SUITE ONE - BOZEMAN, MT 59715866-999-7342

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$604K

+17.4% from 2019

Total participants

0.0% from 2019

Average account balance

$150,985

+17.4% from 2019

Annual return

11.93%

-5.15 pp from 2019

Benchmarks

See 16,004 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,004 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.11M

Not enough data

1 years with asset history on file

Average account balance

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

$276K

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

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+7.12%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

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

$150,985

$228,352-33.9%

$185,827-18.7%

$158,950-5.0%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

11.93%

40.81%-28.9pp

35.96%-24.0pp

302.91%-291.0pp

Employer contribution / active EE

$1,344

$4,967-72.9%

$4,087-67.1%

$4,762-71.8%

Participant deferral / active EE

$5,668

$6,416-11.7%

$5,633+0.6%

$5,983-5.3%

Admin fee / account holder

$11,867-100.0%

$9,502-100.0%

$11,248-100.0%

SWAN LAND AND LIVESTOCK, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SWAN LAND AND LIVESTOCK, INC. 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