Retirement plan

BELSHE RANCH 401(K) PLAN

Name: BELSHE RANCH INC - BELSHE RANCH 401(K) PLAN (2016) Form 5500
Creator: BELSHE RANCH INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BELSHE RANCH 401(K) PLAN, BELSHE RANCH INC

BELSHE RANCH INCEIN 20-5602767Plan #001PY 2016

97200 HIGHWAY 206 - MORO, OR 970393022541-565-3315LinkedIn1-10 employeescivil engineering

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$611K

+33.8% from 2015

Total participants

0.0% from 2015

Average account balance

No prior year

Annual return

14.25%

+25.04 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.05M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+36.02%

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 codes2J3B

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$136,307-100.0%

$106,619-100.0%

$273,972-100.0%

Participation rate

0.0%

84.8%-84.8pp

78.0%-78.0pp

83.0%-83.0pp

Annual return

14.25%

11.05%+3.2pp

9.42%+4.8pp

41.46%-27.2pp

Employer contribution / active EE

$20,704

$5,190+298.9%

$3,947+424.6%

$4,869+325.2%

Participant deferral / active EE

$24,000

$4,969+383.0%

$3,930+510.7%

$5,287+353.9%

Admin fee / account holder

$8,625-100.0%

$6,418-100.0%

$10,133-100.0%

BELSHE RANCH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BELSHE RANCH 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