Retirement plan

WACHTEL FARMS INC. PROFIT SHARING PLAN AND TRUST

Name: WACHTEL FARMS, INC. - WACHTEL FARMS INC. PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: WACHTEL FARMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WACHTEL FARMS INC. PROFIT SHARING PLAN AND TRUST, WACHTEL FARMS, INC.

WACHTEL FARMS, INC.EIN 37-1246222Plan #003PY 2024

4457 E 1600TH AVE - ALTAMONT, IL 624112916217-868-2134LinkedIn1-10 employeesfarming

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$703K

+5.8% from 2023

Total participants

-33.3% from 2023

Average account balance

No prior year

Annual return

10.48%

-1.69 pp from 2023

Benchmarks

See 6,251 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,251 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$703K

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.48%

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 codes2E3D2G2J

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.
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

$70K

$17417 / participant

Other / not subdivided$70K100.0%

% of EOY assets

9.906%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$150,435-100.0%

$120,580-100.0%

$145,897-100.0%

Participation rate

0.0%

78.8%-78.8pp

72.0%-72.0pp

80.3%-80.3pp

Annual return

10.48%

154.60%-144.1pp

107.48%-97.0pp

552.29%-541.8pp

Employer contribution / active EE

$4,774

$4,352+9.7%

$3,469+37.6%

$4,663+2.4%

Participant deferral / active EE

$3,524

$6,174-42.9%

$4,995-29.5%

$6,689-47.3%

Admin fee / account holder

$12,182-100.0%

$9,418-100.0%

$13,390-100.0%

WACHTEL FARMS INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WACHTEL FARMS INC. PROFIT SHARING PLAN AND TRUST

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