Retirement plan

CREATE A PACK FOODS INC PROFIT SHARING PLAN AND TRUST

Name: CREATE A PACK FOODS INC - CREATE A PACK FOODS INC PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: CREATE A PACK FOODS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CREATE A PACK FOODS INC PROFIT SHARING PLAN AND TRUST, CREATE A PACK FOODS INC

CREATE A PACK FOODS INCEIN 39-1888816Plan #001PY 2019

W1344 INDUSTRIAL DR - IXONIA, WI 53036262-567-6069LinkedIn11-50 employeesfood production

Prospect flagsLow participationLow fidelity bond

Top hat statement on fileNQDC

Filed May 7, 2025

Plan administrator

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W1344 Industrial Drive

Ixonia, WI 53036

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Plans declared (3)

Sale Bonus Plan6 emp
Executive Bonus Plan3 emp
Executive Bonus Plan2 emp

Total covered: 11 employees

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Total assets (EOY)

$3.7M

+36.5% from 2018

Total participants

185

-3.1% from 2018

Average account balance

$34,222

+36.5% from 2018

Annual return

22.01%

+30.95 pp from 2018

Benchmarks

See 966 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort966 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.04M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

240

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.

79.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$974K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$120

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 3 by compensation

Provider	Service type	Compensation
FLEXIBLE PLAN INVESTMENTS LTD5+ years Filed as: FLEXIBLE PLAN INVESTMENTS Service code 27 · EIN 38-2340348	Advisory (Plan)	$13,398
TRADE SOLUTIONS1 year Filed as: E*TRADE Service code 15 · EIN 84-6179736	Recordkeeping	$7,041
NATIONAL ADMINISTRATION, INC.2 years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952	Recordkeeping	$2,307

Plan features & details

Pension benefit codes3D2E2F2G2J2K3F

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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$23K

$131 / participant

Contract admin$23K100.0%

% of EOY assets

0.610%

all-in expense ratio

Categories reported

1 / 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: CLIFTONLARSONALLEN, LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,222

$50,666-32.5%

$76,657-55.4%

$65,185-47.5%

Participation rate

56.1%

68.8%-12.7pp

72.1%-16.0pp

70.2%-14.1pp

Annual return

22.01%

28.51%-6.5pp

1166.74%-1144.7pp

29.38%-7.4pp

Employer contribution / active EE

$1,156

$1,575-26.6%

$2,303-49.8%

$2,177-46.9%

Participant deferral / active EE

$1,998

$2,647-24.5%

$3,335-40.1%

$3,514-43.1%

Admin fee / account holder

$209

$463-54.9%

$6,423-96.8%

$847-75.4%

Provider

Service type

Compensation

FLEXIBLE PLAN INVESTMENTS LTD5+ years

Filed as: FLEXIBLE PLAN INVESTMENTS

Service code 27 · EIN 38-2340348

Advisory (Plan)

$13,398

TRADE SOLUTIONS1 year

Filed as: E*TRADE

Service code 15 · EIN 84-6179736

Recordkeeping

$7,041

NATIONAL ADMINISTRATION, INC.2 years

Service code 15 · EIN 39-1967492

878 W. AIRPORT RD. · MENASHA, WI 54952

Recordkeeping

$2,307

CREATE A PACK FOODS INC PROFIT SHARING PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (3)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CREATE A PACK FOODS INC PROFIT SHARING PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (3)

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