Retirement plan

WACHTEL FARMS INC. PROFIT SHARING PLAN AND TRUST

Name: WACHTEL FARMS, INC. - WACHTEL FARMS INC. PROFIT SHARING PLAN AND TRUST (2022) 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 2022

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$560K

-20.7% from 2021

Total participants

0.0% from 2021

Average account balance

No prior year

Annual return

-16.22%

-27.40 pp from 2021

Benchmarks

See 6,309 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,309 peers

Snapshot2022

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

$74K

$12394 / participant

Other / not subdivided$74K100.0%

% of EOY assets

13.287%

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

$129,960-100.0%

$104,299-100.0%

$134,545-100.0%

Participation rate

0.0%

79.5%-79.5pp

73.3%-73.3pp

81.2%-81.2pp

Annual return

-16.22%

42.06%-58.3pp

24.62%-40.8pp

418.37%-434.6pp

Employer contribution / active EE

$3,448

$4,186-17.6%

$3,373+2.2%

$4,742-27.3%

Participant deferral / active EE

$2,687

$5,589-51.9%

$4,626-41.9%

$6,401-58.0%

Admin fee / account holder

$9,324-100.0%

$7,339-100.0%

$11,431-100.0%

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