Retirement plan

HICKORY STICK FARM RETIREMENT PLAN

Name: HICKORY STICK FARM, INC. - HICKORY STICK FARM RETIREMENT PLAN (2018) Form 5500
Creator: HICKORY STICK FARM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HICKORY STICK FARM RETIREMENT PLAN, HICKORY STICK FARM, INC.

HICKORY STICK FARM, INC.EIN 35-2505763Plan #001PY 2018

80 BEAN HILL ROAD - BELMONT, NH 03220603-630-2211

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$171K

+0.3% from 2017

Total participants

+50.0% from 2017

Average account balance

$57,141

-33.2% from 2017

Annual return

-5.82%

-19.07 pp from 2017

Benchmarks

See 7,242 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,242 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$264K

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+1.92%

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 codes2E2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$57,141

$104,106-45.1%

$71,086-19.6%

$135,379-57.8%

Participation rate

100.0%

65.7%+34.3pp

54.7%+45.3pp

82.6%+17.4pp

Annual return

-5.82%

1256.30%-1262.1pp

650.59%-656.4pp

519.79%-525.6pp

Employer contribution / active EE

$1,600

$1,485+7.7%

$1,088+47.1%

$4,779-66.5%

Participant deferral / active EE

$1,872

$2,527-25.9%

$1,874-0.1%

$5,609-66.6%

Admin fee / account holder

$4,142-100.0%

$3,082-100.0%

$10,828-100.0%

HICKORY STICK FARM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HICKORY STICK FARM RETIREMENT 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