Retirement plan

A & A FARMING, INC. RETIREMENT PLAN

Name: A & A FARMING, INC. - A & A FARMING, INC. RETIREMENT PLAN (2024) Form 5500
Creator: A & A FARMING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A & A FARMING, INC. RETIREMENT PLAN, A & A FARMING, INC.

A & A FARMING, INC.EIN 47-0771916Plan #001PY 2024

2010 123RD RD - GRESHAM, NE 683675010402-366-2886

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$977K

+16.0% from 2023

Total participants

0.0% from 2023

Average account balance

$488,702

+16.0% from 2023

Annual return

10.87%

-4.32 pp from 2023

Benchmarks

See 6,255 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,255 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$977K

Not enough data

1 years with asset history on file

Average account balance

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

$489K

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

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+10.87%

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 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

$488,702

$150,412+224.9%

$120,574+305.3%

$145,884+235.0%

Participation rate

100.0%

78.8%+21.2pp

71.9%+28.1pp

80.3%+19.7pp

Annual return

10.87%

154.50%-143.6pp

107.42%-96.6pp

551.85%-541.0pp

Employer contribution / active EE

$3,765

$4,355-13.5%

$3,471+8.5%

$4,662-19.2%

Participant deferral / active EE

$17,750

$6,175+187.4%

$4,996+255.3%

$6,690+165.3%

Admin fee / account holder

$12,224-100.0%

$9,445-100.0%

$13,392-100.0%

A & A FARMING, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

A & A FARMING, INC. RETIREMENT PLAN

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