Retirement plan

ALSTON SPRUILL FARMS LLC & AFFILIATES 401(K) PLAN

Name: ASHWOOD FARMS & TURF INC ALSTON SPRUILL FARMS LLC - ALSTON SPRUILL FARMS LLC & AFFILIATES 401(K) PLAN (2020) Form 5500
Creator: ASHWOOD FARMS & TURF INC ALSTON SPRUILL FARMS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALSTON SPRUILL FARMS LLC & AFFILIATES 401(K) PLAN, ASHWOOD FARMS & TURF INC ALSTON SPRUILL FARMS LLC

ASHWOOD FARMS & TURF INC ALSTON SPRUILL FARMS LLCEIN 20-8241040Plan #001PY 2020

22723 NC HWY 55 - ORIENTAL, NC 28571252-229-7810

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+23.3% from 2019

Total participants

+200.0% from 2019

Average account balance

$365,384

-58.9% from 2019

Annual return

19.26%

+2.64 pp from 2019

Benchmarks

See 5,435 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,435 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$424K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3519

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 codes2E2G2J3B

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

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$452

$151 / participant

Other / not subdivided$452100.0%

% of EOY assets

0.041%

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

$365,384

$149,778+144.0%

$118,946+207.2%

$158,966+129.9%

Participation rate

100.0%

82.1%+17.9pp

75.4%+24.6pp

82.0%+18.0pp

Annual return

19.26%

19.95%-0.7pp

35.89%-16.6pp

302.95%-283.7pp

Employer contribution / active EE

$2,027

$4,117-50.8%

$3,263-37.9%

$4,762-57.4%

Participant deferral / active EE

$10,040

$5,225+92.2%

$4,266+135.4%

$5,983+67.8%

Admin fee / account holder

$151

$8,604-98.2%

$6,581-97.7%

$11,250-98.7%

ALSTON SPRUILL FARMS LLC & AFFILIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALSTON SPRUILL FARMS LLC & AFFILIATES 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