Retirement plan

FROSTY'S FOREST FARM 401(K) RETIREMENT PLAN

Name: FROSTY'S FOREST FARM - FROSTY'S FOREST FARM 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: FROSTY'S FOREST FARM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FROSTY'S FOREST FARM 401(K) RETIREMENT PLAN, FROSTY'S FOREST FARM

FROSTY'S FOREST FARMEIN 20-3655433Plan #001PY 2024

27700 SE CURRIN ROAD - ESTACADA, OR 97023503-710-0188

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$235K

+68.7% from 2023

Total participants

0.0% from 2023

Average account balance

$117,544

+68.7% from 2023

Annual return

13.82%

-4.52 pp from 2023

Benchmarks

See 6,251 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,251 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$235K

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$77K

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

+13.82%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$117,544

$150,435-21.9%

$120,580-2.5%

$145,897-19.4%

Participation rate

100.0%

78.8%+21.2pp

72.0%+28.0pp

80.3%+19.7pp

Annual return

13.82%

154.60%-140.8pp

107.48%-93.7pp

552.29%-538.5pp

Employer contribution / active EE

$69,000

$4,352+1485.4%

$3,469+1888.9%

$4,663+1379.9%

Participant deferral / active EE

$7,500

$6,174+21.5%

$4,995+50.1%

$6,689+12.1%

Admin fee / account holder

$12,182-100.0%

$9,418-100.0%

$13,390-100.0%

FROSTY'S FOREST FARM 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FROSTY'S FOREST FARM 401(K) RETIREMENT 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