Retirement plan

YOST FARMS,INC SINGLE K PLAN YOST FARMS,INC 401K PROFIT SHARING

Name: YOST FARMS INC - YOST FARMS,INC SINGLE K PLAN YOST FARMS,INC 401K PROFIT SHARING (2016) Form 5500
Creator: YOST FARMS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOST FARMS,INC SINGLE K PLAN YOST FARMS,INC 401K PROFIT SHARING, YOST FARMS INC

YOST FARMS INCEIN 47-0678134Plan #001PY 2016

1140 ROAD 319 - HARVARD, NE 68944402-772-3021

Other plans on this EIN

1 filing

#002Retirement-$400K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$659K

No prior year

Total participants

No prior year

Average account balance

$219,787

No prior year

Annual return

2.72%

No prior year

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.33M

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+18.62%

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 codes2E2G2J

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.

Opportunity flags

0 tripped

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

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

$219,787

$136,307+61.2%

$106,619+106.1%

$273,972-19.8%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

2.72%

11.05%-8.3pp

9.42%-6.7pp

41.46%-38.7pp

Employer contribution / active EE

$4,288

$5,190-17.4%

$3,947+8.6%

$4,869-11.9%

Participant deferral / active EE

$15,333

$4,969+208.6%

$3,930+290.2%

$5,287+190.0%

Admin fee / account holder

$8,625-100.0%

$6,418-100.0%

$10,133-100.0%

YOST FARMS,INC SINGLE K PLAN YOST FARMS,INC 401K PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

YOST FARMS,INC SINGLE K PLAN YOST FARMS,INC 401K PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion