Retirement plan

E & J FARMS INC 401 (K) PLAN & TRUST

Name: E & J FARMS INC - E & J FARMS INC 401 (K) PLAN & TRUST (2020) Form 5500
Creator: E & J FARMS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E & J FARMS INC 401 (K) PLAN & TRUST, E & J FARMS INC

E & J FARMS INCEIN 47-0751492Plan #001PY 2020

PO BOX 111 - TRUMBULL, NE 68980402-694-9785

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$955K

+25.7% from 2019

Total participants

0.0% from 2019

Average account balance

$477,260

+25.7% from 2019

Annual return

21.04%

-9.20 pp from 2019

Benchmarks

See 5,435 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,435 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

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

$779K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6115

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

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

$477,260

$149,778+218.6%

$118,946+301.2%

$158,950+200.3%

Participation rate

100.0%

82.1%+17.9pp

75.4%+24.6pp

82.0%+18.0pp

Annual return

21.04%

19.95%+1.1pp

35.89%-14.9pp

302.91%-281.9pp

Employer contribution / active EE

$8,046

$4,117+95.4%

$3,263+146.6%

$4,762+69.0%

Participant deferral / active EE

$9,500

$5,225+81.8%

$4,266+122.7%

$5,983+58.8%

Admin fee / account holder

$8,604-100.0%

$6,581-100.0%

$11,248-100.0%

E & J FARMS INC 401 (K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

E & J FARMS INC 401 (K) PLAN & TRUST

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