Retirement plan

PERRYVILLE STAVE CO INC PROFIT SHARING PLAN

Name: PERRYVILLE STAVE COMPANY, INC. - PERRYVILLE STAVE CO INC PROFIT SHARING PLAN (2025) Form 5500
Creator: PERRYVILLE STAVE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERRYVILLE STAVE CO INC PROFIT SHARING PLAN, PERRYVILLE STAVE COMPANY, INC.

PERRYVILLE STAVE COMPANY, INC.EIN 43-0909507Plan #001PY 2025

P O BOX 348 - PERRYVILLE, MO 63775573-547-4540perryvillestave.comLinkedIn11-50 employeeswine and spirits

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$826K

-19.0% from 2024

Total participants

-36.4% from 2024

Average account balance

$58,990

+27.3% from 2024

Annual return

13.05%

+4.01 pp from 2024

Benchmarks

See 5,715 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort5,715 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.21%

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 codes2E3D2F2G2J2T

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$338K

Other / not subdivided$338K100.0%

% of EOY assets

40.867%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,990

$132,099-55.3%

$115,599-49.0%

$138,895-57.5%

Participation rate

0.0%

77.9%-77.9pp

74.3%-74.3pp

79.9%-79.9pp

Annual return

13.05%

176.76%-163.7pp

111.10%-98.0pp

145.39%-132.3pp

Employer contribution / active EE

$3,416-100.0%

$2,955-100.0%

$4,194-100.0%

Participant deferral / active EE

$5,617-100.0%

$4,889-100.0%

$6,396-100.0%

Admin fee / account holder

$24,107

$15,650+54.0%

$12,841+87.7%

$12,562+91.9%

PERRYVILLE STAVE CO INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERRYVILLE STAVE CO INC PROFIT SHARING PLAN

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