Retirement plan

WYFFELS HYBRIDS, INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN

Name: WYFFELS HYBRIDS, INC. - WYFFELS HYBRIDS, INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN (2015) Form 5500
Creator: WYFFELS HYBRIDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYFFELS HYBRIDS, INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN, WYFFELS HYBRIDS, INC.

WYFFELS HYBRIDS, INC.EIN 36-2837014Plan #001PY 2015

13344 U.S. HIGHWAY 6 - GENESEO, IL 61254309-944-8334wyffels.comLinkedIn51-200 employeesfarming

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 3, 2013

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$20.5M

No prior year

Total participants

187

No prior year

Average account balance

$110,708

No prior year

Annual return

0.01%

No prior year

Benchmarks

See 2,111 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,111 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43.13M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

315

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.

93.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$399

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

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 59	Shareholder Servicing	$59,951
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 21	Bank Trustee	$2,941
HK FINANCIAL SERVICES1+ years Filed as: HONKAMP KRUEGER Service code 10	Accounting	$2,000
ALLIANCE BENEFIT GROUP1+ years Service code 15 · EIN 37-0899315	Recordkeeping	$1,540
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$10 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HONKAMP KRUEGER & CO., P.C.
Auditor EIN: 420946155
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,708

$57,108+93.9%

$94,229+17.5%

$52,331+111.6%

Participation rate

98.7%

72.9%+25.8pp

78.8%+19.9pp

68.1%+30.6pp

Annual return

0.01%

1.47%-1.5pp

10.68%-10.7pp

4.54%-4.5pp

Employer contribution / active EE

$2,506

$1,735+44.4%

$3,587-30.1%

$1,882+33.2%

Participant deferral / active EE

$6,333

$3,040+108.3%

$4,320+46.6%

$3,022+109.6%

Admin fee / account holder

$546-98.5%

$6,269-99.9%

$592-98.6%

Provider

Service type

Compensation

ALLIANCE BENEFIT GROUP1+ years

Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS

Service code 59

Shareholder Servicing

$59,951

RELIANCE TRUST COMPANY1+ years

Filed as: RELIANCE TRUST

Service code 21

Bank Trustee

$2,941

HK FINANCIAL SERVICES1+ years

Filed as: HONKAMP KRUEGER

Service code 10

Accounting

$2,000

ALLIANCE BENEFIT GROUP1+ years

Service code 15 · EIN 37-0899315

Recordkeeping

$1,540

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENTS

Service code 19 · EIN 04-3523567

Securities Custodian

WYFFELS HYBRIDS, INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WYFFELS HYBRIDS, INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion