Retirement plan

WACHTEL FARMS INC. PROFIT SHARING PLAN AND TRUST

Name: WACHTEL FARMS, INC. - WACHTEL FARMS INC. PROFIT SHARING PLAN AND TRUST (2021) 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 2021

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$706K

+17.1% from 2020

Total participants

0.0% from 2020

Average account balance

No prior year

Annual return

11.18%

-3.56 pp from 2020

Benchmarks

See 5,806 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,806 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$818K

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

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.32%

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

$6K

$1020 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.867%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$155,788-100.0%

$124,672-100.0%

$167,490-100.0%

Participation rate

0.0%

81.1%-81.1pp

74.6%-74.6pp

82.1%-82.1pp

Annual return

11.18%

17.97%-6.8pp

5142.93%-5131.8pp

478.56%-467.4pp

Employer contribution / active EE

$3,368

$4,163-19.1%

$3,324+1.3%

$4,837-30.4%

Participant deferral / active EE

$2,687

$5,673-52.6%

$4,614-41.8%

$6,341-57.6%

Admin fee / account holder

$9,531-100.0%

$7,493-100.0%

$12,309-100.0%

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