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 (2018) 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 2018

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

Other plans on this EIN

3 filings

#005Retirement-$19.5M assets #002Retirement-$15.4M assets #003Retirement-$3.5M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$3.8M

-3.6% from 2017

Total participants

266

+3.5% from 2017

Average account balance

$17,992

-9.9% from 2017

Annual return

-1.21%

-9.98 pp from 2017

Benchmarks

See 953 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort953 peers

Snapshot2018

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.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393	Recordkeeping	$24,432

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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$25K

$124 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.646%

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: BKC, CPAS, P.C.
Auditor EIN: 223299874
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,992

$43,504-58.6%

$68,612-73.8%

$56,287-68.0%

Participation rate

73.4%

67.8%+5.5pp

72.2%+1.1pp

69.9%+3.5pp

Annual return

-1.21%

-3.15%+1.9pp

-4.63%+3.4pp

-9.96%+8.7pp

Employer contribution / active EE

$697

$1,525-54.3%

$2,625-73.4%

$2,111-67.0%

Participant deferral / active EE

$901

$2,509-64.1%

$3,311-72.8%

$3,350-73.1%

Admin fee / account holder

$116

$515-77.4%

$5,131-97.7%

$521-77.7%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.4+ years

Filed as: WELLS FARGO BANK N.A.

Service code 15 · EIN 94-1347393

Recordkeeping

$24,432

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