Retirement plan

PINE BLUFFS ENTERPRISES D.B.A. PINE BLUFFS FEED & GRAIN 401(K) PLAN

Name: PINE BLUFFS ENTERPRISES D.B.A. PINE BLUFFS FEED & GRAIN - PINE BLUFFS ENTERPRISES D.B.A. PINE BLUFFS FEED & GRAIN 401(K) PLAN (2022) Form 5500
Creator: PINE BLUFFS ENTERPRISES D.B.A. PINE BLUFFS FEED & GRAIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PINE BLUFFS ENTERPRISES D.B.A. PINE BLUFFS FEED & GRAIN 401(K) PLAN, PINE BLUFFS ENTERPRISES D.B.A. PINE BLUFFS FEED & GRAIN

PINE BLUFFS ENTERPRISES D.B.A. PINE BLUFFS FEED & GRAINEIN 20-1053242Plan #002PY 2022

PO BOX 360, 115 E 3RD ST - PINE BLUFFS, WY 82082308-631-4451

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$310K

-14.5% from 2021

Total participants

0.0% from 2021

Average account balance

$62,051

-31.6% from 2021

Annual return

-23.08%

-23.08 pp from 2021

Benchmarks

See 23,461 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,461 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$559K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$711

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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$646 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.040%

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

$62,051

$142,409-56.4%

$119,634-48.1%

$134,545-53.9%

Participation rate

100.0%

82.8%+17.2pp

79.3%+20.7pp

81.2%+18.8pp

Annual return

-23.08%

-12.46%-10.6pp

-14.98%-8.1pp

418.37%-441.5pp

Employer contribution / active EE

$1,999

$5,224-61.7%

$4,232-52.8%

$4,742-57.8%

Participant deferral / active EE

$4,239

$6,468-34.5%

$5,601-24.3%

$6,401-33.8%

Admin fee / account holder

$646

$13,594-95.3%

$10,329-93.7%

$11,431-94.4%

PINE BLUFFS ENTERPRISES D.B.A. PINE BLUFFS FEED & GRAIN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PINE BLUFFS ENTERPRISES D.B.A. PINE BLUFFS FEED & GRAIN 401(K) 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