Retirement plan

HICKORY STICK FARM RETIREMENT PLAN

Name: HICKORY STICK FARM, INC. - HICKORY STICK FARM RETIREMENT PLAN (2020) 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 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$211K

+13.3% from 2019

Total participants

0.0% from 2019

Average account balance

$70,359

+13.3% from 2019

Annual return

3.76%

-0.98 pp from 2019

Benchmarks

See 8,282 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort8,282 peers

Snapshot2020

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

$70,359

$108,212-35.0%

$77,513-9.2%

$158,966-55.7%

Participation rate

100.0%

64.4%+35.6pp

54.2%+45.8pp

82.0%+18.0pp

Annual return

3.76%

31.67%-27.9pp

54.81%-51.1pp

302.95%-299.2pp

Employer contribution / active EE

$1,707

$1,325+28.8%

$987+73.0%

$4,762-64.2%

Participant deferral / active EE

$4,224

$2,455+72.0%

$1,861+127.0%

$5,983-29.4%

Admin fee / account holder

$3,709-100.0%

$2,859-100.0%

$11,250-100.0%

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