Retirement plan

NEBCO, INC. SALARIED PROFIT SHARING PLAN

Name: NEBCO, INC. - NEBCO, INC. SALARIED PROFIT SHARING PLAN (2021) Form 5500
Creator: NEBCO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBCO, INC. SALARIED PROFIT SHARING PLAN, NEBCO, INC.

NEBCO, INC.EIN 47-0368489Plan #003PY 2021

P. O. BOX 80268 - LINCOLN, NE 68501402-434-1212nebcoinc.comLinkedIn501-1000 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$95.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.9M

+9.9% from 2020

Total participants

164

+0.6% from 2020

Average account balance

$127,515

+9.2% from 2020

Annual return

13.49%

+0.29 pp from 2020

Benchmarks

See 1,879 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,879 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.05M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

163

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.

80.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.02M

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

+11.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74

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 codes2E2F2G2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$26 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.017%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,515

$79,438+60.5%

$106,554+19.7%

$79,389+60.6%

Participation rate

93.7%

74.2%+19.5pp

76.1%+17.6pp

70.7%+23.0pp

Annual return

13.49%

18.27%-4.8pp

26.80%-13.3pp

116.89%-103.4pp

Employer contribution / active EE

$6,672

$2,235+198.5%

$2,819+136.6%

$2,428+174.8%

Participant deferral / active EE

$3,824-100.0%

$4,398-100.0%

$4,046-100.0%

Admin fee / account holder

$21

$523-95.9%

$7,408-99.7%

$626-96.6%

NEBCO, INC. SALARIED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBCO, INC. SALARIED 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