Retirement plan

EVANGER'S DOG & CAT FOOD CO., INC. CASH BALANCE PENSION PLAN

Name: EVANGER'S DOG & CAT FOOD CO., INC. - EVANGER'S DOG & CAT FOOD CO., INC. CASH BALANCE PENSION PLAN (2015) Form 5500
Creator: EVANGER'S DOG & CAT FOOD CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVANGER'S DOG & CAT FOOD CO., INC. CASH BALANCE PENSION PLAN, EVANGER'S DOG & CAT FOOD CO., INC.

EVANGER'S DOG & CAT FOOD CO., INC.EIN 36-2416760Plan #002PY 2015

221 WHEELING ROAD - WHEELING, IL 60090847-537-0102evangersdogfood.comLinkedIn51-200 employeesfood production

Other plans on this EIN

1 filing

#001Retirement-$1.5M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-4.84%

No prior year

Benchmarks

See 212 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Cohort212 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.01M

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.98%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$206,458-100.0%

$19,623-100.0%

Participation rate

0.0%

0.0%0pp

12.5%-12.5pp

Annual return

-4.84%

4.11%-8.9pp

-0.97%-3.9pp

Employer contribution / active EE

$17,961-100.0%

$22,441-100.0%

Participant deferral / active EE

$183-100.0%

Admin fee / account holder

$14,541-100.0%

$2,730-100.0%

EVANGER'S DOG & CAT FOOD CO., INC. CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

EVANGER'S DOG & CAT FOOD CO., INC. CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion