Retirement plan

HICKORY STICK FARM RETIREMENT PLAN

Name: HICKORY STICK FARM, INC. - HICKORY STICK FARM RETIREMENT PLAN (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$186K

+8.7% from 2018

Total participants

0.0% from 2018

Average account balance

$62,096

+8.7% from 2018

Annual return

4.73%

+10.56 pp from 2018

Benchmarks

See 7,713 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,713 peers

Snapshot2019

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

$62,096

$108,685-42.9%

$74,719-16.9%

$152,885-59.4%

Participation rate

100.0%

65.3%+34.7pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

4.73%

114.09%-109.4pp

753.05%-748.3pp

345.39%-340.7pp

Employer contribution / active EE

$1,050

$1,504-30.2%

$1,084-3.2%

$4,763-78.0%

Participant deferral / active EE

$1,202

$2,712-55.7%

$1,963-38.8%

$5,851-79.5%

Admin fee / account holder

$4,905-100.0%

$3,334-100.0%

$11,598-100.0%

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