Retirement plan

OGLESBY FOODS INC. PROFIT SHARING PLAN

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

OGLESBY FOODS INC.EIN 27-3034829Plan #001PY 2018

11312 DORCHESTER LANE - FRISCO, TX 75034469-766-5738LinkedIn1-10 employeesrestaurants

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$783K

-5.3% from 2017

Total participants

+33.3% from 2017

Average account balance

$111,801

-86.5% from 2017

Annual return

-5.51%

-18.19 pp from 2017

Benchmarks

See 7,241 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,241 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$704K

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-8.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$111,801

$104,116+7.4%

$71,089+57.3%

$135,380-17.4%

Participation rate

85.7%

65.7%+20.1pp

54.6%+31.1pp

82.6%+3.1pp

Annual return

-5.51%

1256.51%-1262.0pp

650.65%-656.2pp

519.81%-525.3pp

Employer contribution / active EE

$229

$1,485-84.6%

$1,088-79.0%

$4,779-95.2%

Participant deferral / active EE

$2,524-100.0%

$1,873-100.0%

$5,609-100.0%

Admin fee / account holder

$4,142-100.0%

$3,082-100.0%

$10,828-100.0%

OGLESBY FOODS INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OGLESBY FOODS INC. PROFIT SHARING 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