Retirement plan

ALPINE PACIFIC NUT CO., INC. PROFIT SHARING 401(K) PLAN

Name: ALPINE PACIFIC NUT CO., INC. - ALPINE PACIFIC NUT CO., INC. PROFIT SHARING 401(K) PLAN (2021) Form 5500
Creator: ALPINE PACIFIC NUT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALPINE PACIFIC NUT CO., INC. PROFIT SHARING 401(K) PLAN, ALPINE PACIFIC NUT CO., INC.

ALPINE PACIFIC NUT CO., INC.EIN 20-4579573Plan #001PY 2021

P.O. BOX 999 - HUGHSON, CA 95326209-667-8688alpinepacificnut.comLinkedIn51-200 employeesfarming

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$568K

+293.5% from 2020

Total participants

123

-0.8% from 2020

Average account balance

$4,614

+296.7% from 2020

Annual return

30.13%

+30.13 pp from 2020

Benchmarks

See 2,249 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,249 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

128

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

$442K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP2+ years Service code 15 · EIN 93-1253576 1100 SW SIXTH AVE. · PORTLAND, OR 97204	Recordkeeping	$6,537
OSBORNE & ASSOCIATES, INC.2+ years Filed as: OSBORNE & ASSOCIATES INC. Service code 27 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356	Advisory (Plan)	$446
STANDARD RETIREMENT SERVICES1 year Service code 27 · EIN 25-1838406 1100 SW SIXTH AVE · PORTLAND, OR 97204	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$14 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.290%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ATHERTON & ASSOCIATES, LLP
Auditor EIN: 941239084
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$4,614

$93,182-95.0%

$146,643-96.9%

$79,391-94.2%

Participation rate

100.0%

76.4%+23.6pp

80.1%+19.9pp

70.7%+29.3pp

Annual return

30.13%

21.61%+8.5pp

22.75%+7.4pp

116.88%-86.8pp

Employer contribution / active EE

$1,779

$2,420-26.5%

$4,137-57.0%

$2,428-26.7%

Participant deferral / active EE

$1,595

$4,169-61.7%

$5,506-71.0%

$4,046-60.6%

Admin fee / account holder

$13

$585-97.7%

$10,280-99.9%

$627-97.9%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP2+ years

Service code 15 · EIN 93-1253576

1100 SW SIXTH AVE. · PORTLAND, OR 97204

Recordkeeping

$6,537

OSBORNE & ASSOCIATES, INC.2+ years

Filed as: OSBORNE & ASSOCIATES INC.

Service code 27 · EIN 77-0573145

4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356

Advisory (Plan)

$446

STANDARD RETIREMENT SERVICES1 year

Service code 27 · EIN 25-1838406

1100 SW SIXTH AVE · PORTLAND, OR 97204

Advisory (Plan)

ALPINE PACIFIC NUT CO., INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALPINE PACIFIC NUT CO., INC. PROFIT SHARING 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