Retirement plan

JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST

Name: JOHN C. LEO & SON, LLC - JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST (2015) Form 5500
Creator: JOHN C. LEO & SON, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST, JOHN C. LEO & SON, LLC

JOHN C. LEO & SON, LLCdba JOHN C. LEO & SON, LLCEIN 23-1388643Plan #001PY 2015

2075 BALTIMORE PIKE - OXFORD, PA 19363610-932-3300LinkedIn11-50 employeesfarming

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$264K

No prior year

Total participants

No prior year

Average account balance

$20,281

No prior year

Annual return

2.32%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

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

+12.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1057

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 codes2E2G2J3D

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.
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

1 tripped

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

$802

$62 / participant

Other / not subdivided$802100.0%

% of EOY assets

0.304%

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

$20,281

$106,115-80.9%

$85,969-76.4%

$125,389-83.8%

Participation rate

100.0%

84.1%+15.9pp

76.5%+23.5pp

83.2%+16.8pp

Annual return

2.32%

13.93%-11.6pp

9.32%-7.0pp

282.24%-279.9pp

Employer contribution / active EE

$1,616

$4,537-64.4%

$3,474-53.5%

$4,866-66.8%

Participant deferral / active EE

$4,910

$4,859+1.0%

$3,829+28.2%

$5,352-8.2%

Admin fee / account holder

$62

$8,144-99.2%

$6,053-99.0%

$9,541-99.4%

JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN C. LEO & SON, LLC EMPLOYEES SAVINGS PLAN & TRUST

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