Retirement plan

JOHANNA FOODS, INC. LACTO DIVISION LOCAL 56 EMPLOYEES SAVINGS AND INVESTMENT PLAN

Name: JOHANNA FOODS, INC. - JOHANNA FOODS, INC. LACTO DIVISION LOCAL 56 EMPLOYEES SAVINGS AND INVESTMENT PLAN (2015) Form 5500
Creator: JOHANNA FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHANNA FOODS, INC. LACTO DIVISION LOCAL 56 EMPLOYEES SAVINGS AND INVESTMENT PLAN, JOHANNA FOODS, INC.

JOHANNA FOODS, INC.EIN 22-2973062Plan #006PY 2015

P.O. BOX 272 JOHANNA FARMS ROAD - FLEMINGTON, NJ 088220272908-788-2389

Other plans on this EIN

3 filings

#005Retirement-$16.1M assets #002Retirement-$13.7M assets #003Retirement-$3.2M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$3.6M

No prior year

Total participants

272

No prior year

Average account balance

$16,786

No prior year

Annual return

0.55%

No prior year

Benchmarks

See 834 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort834 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.06M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

126

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.

70.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$420K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$181

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393	Recordkeeping	$22,074

Plan features & details

Pension benefit codes2E2G2J2T3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$24K

$116 / participant

Other / not subdivided$24K100.0%

% of EOY assets

0.654%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BEDARD KUROWICKI & CO
Auditor EIN: 223299874
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,786

$43,550-61.5%

$63,244-73.5%

$52,331-67.9%

Participation rate

73.2%

65.7%+7.5pp

71.0%+2.1pp

68.1%+5.1pp

Annual return

0.55%

2.03%-1.5pp

-70.31%+70.9pp

4.54%-4.0pp

Employer contribution / active EE

$571

$1,351-57.8%

$2,322-75.4%

$1,882-69.7%

Participant deferral / active EE

$863

$2,254-61.7%

$2,953-70.8%

$3,022-71.5%

Admin fee / account holder

$110

$387-71.6%

$5,893-98.1%

$592-81.4%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO BANK N.A.

Service code 15 · EIN 94-1347393

Recordkeeping

$22,074

JOHANNA FOODS, INC. LACTO DIVISION LOCAL 56 EMPLOYEES SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHANNA FOODS, INC. LACTO DIVISION LOCAL 56 EMPLOYEES SAVINGS AND INVESTMENT 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