Retirement plan

FIN FEATHER FUR OUTFITTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: FIN FEATHER FUR OUTFITTERS, INC. - FIN FEATHER FUR OUTFITTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2020) Form 5500
Creator: FIN FEATHER FUR OUTFITTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIN FEATHER FUR OUTFITTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, FIN FEATHER FUR OUTFITTERS, INC.

FIN FEATHER FUR OUTFITTERS, INC.EIN 46-4360366Plan #002PY 2020

652 U.S 250 - ASHLAND, OH 44805419-289-0071finfeatherfur.comLinkedIn201-500 employeesretail

Other plans on this EIN

1 filing

#001Retirement-$3.5M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$61.8M

+163.4% from 2019

Total participants

192

+9.1% from 2019

Average account balance

$341,283

+131.4% from 2019

Annual return

161.69%

+120.67 pp from 2019

Benchmarks

See 435 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort435 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$94.35M

Not enough data

1 years with asset history on file

Average account balance

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

$388K

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.

243

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

-12.92%

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

1 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 codes2I2P2Q

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KLENSHINSKI, MORRISON & MORRIS, LLP
Auditor EIN: 341568021
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$341,283

$55,122+519.1%

$104,639+226.2%

$73,497+364.4%

Participation rate

93.1%

67.7%+25.4pp

74.1%+19.0pp

70.7%+22.4pp

Annual return

161.69%

24.77%+136.9pp

340.67%-179.0pp

28.51%+133.2pp

Employer contribution / active EE

$2,664

$1,464+81.9%

$2,682-0.7%

$2,270+17.3%

Participant deferral / active EE

$2,919-100.0%

$3,738-100.0%

$3,740-100.0%

Admin fee / account holder

-$1

$423-100.2%

$6,465-100.0%

$513-100.2%

FIN FEATHER FUR OUTFITTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIN FEATHER FUR OUTFITTERS, INC. EMPLOYEE STOCK OWNERSHIP 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