Retirement plan

DUTCH GOLD HONEY, INC. PROFIT SHARING PLAN

Name: DUTCH GOLD HONEY, INC. - DUTCH GOLD HONEY, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: DUTCH GOLD HONEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUTCH GOLD HONEY, INC. PROFIT SHARING PLAN, DUTCH GOLD HONEY, INC.

DUTCH GOLD HONEY, INC.EIN 23-1622894Plan #001PY 2018

2220 DUTCH GOLD LANE - LANCASTER, PA 17603717-393-1716LinkedIn51-200 employeesfood production

Other plans on this EIN

1 filing

#002Retirement-$10.1M assets

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$11M

+2.5% from 2017

Total participants

101

+2.0% from 2017

Average account balance

$108,880

+0.5% from 2017

Annual return

7.64%

-3.06 pp from 2017

Benchmarks

See 2,389 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,389 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.62M

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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.

121

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.

96.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+9.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$787

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

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 codes2E2G3D2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$16362 / participant

Other / not subdivided$1M100.0%

% of EOY assets

13.242%

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

$108,880

$54,162+101.0%

$68,612+58.7%

$64,173+69.7%

Participation rate

100.0%

68.1%+31.9pp

72.2%+27.8pp

69.6%+30.4pp

Annual return

7.64%

-1.62%+9.3pp

-4.63%+12.3pp

7.63%0pp

Employer contribution / active EE

$9,977

$1,846+440.5%

$2,625+280.1%

$2,381+319.1%

Participant deferral / active EE

$2,626-100.0%

$3,311-100.0%

$3,470-100.0%

Admin fee / account holder

$14,418

$4,029+257.9%

$5,131+181.0%

$4,887+195.0%

DUTCH GOLD HONEY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUTCH GOLD HONEY, INC. PROFIT SHARING 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