Retirement plan

JERSEY BAKERY DISTRIBUTORS, INC. 401(K) PLAN

Name: JERSEY BAKERY DISTRIBUTORS, INC. - JERSEY BAKERY DISTRIBUTORS, INC. 401(K) PLAN (2020) Form 5500
Creator: JERSEY BAKERY DISTRIBUTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JERSEY BAKERY DISTRIBUTORS, INC. 401(K) PLAN, JERSEY BAKERY DISTRIBUTORS, INC.

JERSEY BAKERY DISTRIBUTORS, INC.EIN 23-3018709Plan #001PY 2020

168 W. RIDGE PIKE, SUITE 119 - LIMERICK, PA 19468610-489-5959LinkedIn1-10 employeescomputer software

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+14.9% from 2019

Total participants

+16.7% from 2019

Average account balance

$257,012

-1.6% from 2019

Annual return

10.39%

+9.36 pp from 2019

Benchmarks

See 22,196 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.40M

Not enough data

1 years with asset history on file

Average account balance

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

$486K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$262

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

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

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

$257,012

$162,812+57.9%

$133,971+91.8%

$158,966+61.7%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

10.39%

41.94%-31.6pp

45.09%-34.7pp

302.95%-292.6pp

Employer contribution / active EE

$3,034

$4,976-39.0%

$3,919-22.6%

$4,762-36.3%

Participant deferral / active EE

$6,957

$5,910+17.7%

$5,047+37.8%

$5,983+16.3%

Admin fee / account holder

$11,741-100.0%

$8,929-100.0%

$11,250-100.0%

JERSEY BAKERY DISTRIBUTORS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JERSEY BAKERY DISTRIBUTORS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion