Retirement plan

VAN DYK AG PROPERTIES LLC SAFE HARBOR 401(K) PLAN

Name: VAN DYK AG PROPERTIES LLC - VAN DYK AG PROPERTIES LLC SAFE HARBOR 401(K) PLAN (2016) Form 5500
Creator: VAN DYK AG PROPERTIES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VAN DYK AG PROPERTIES LLC SAFE HARBOR 401(K) PLAN, VAN DYK AG PROPERTIES LLC

VAN DYK AG PROPERTIES LLCEIN 47-1201646Plan #002PY 2016

7176 MUCK ROAD - IMLAY CITY, MI 484449407810-724-1182

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

+14.5% from 2015

Total participants

+7.1% from 2015

Average account balance

$181,097

+6.8% from 2015

Annual return

5.41%

+7.65 pp from 2015

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

$7.24M

Not enough data

1 years with asset history on file

Average account balance

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

$362K

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.

20.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$184K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$149

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 codes2J2G2J

Plan features

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.

Expense breakdown

Schedule H Part II

Admin total

$1K

$92 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$181,097

$136,307+32.9%

$106,619+69.9%

$273,972-33.9%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

5.41%

11.05%-5.6pp

9.42%-4.0pp

41.46%-36.0pp

Employer contribution / active EE

$7,730

$5,190+48.9%

$3,947+95.9%

$4,869+58.8%

Participant deferral / active EE

$6,577

$4,969+32.3%

$3,930+67.3%

$5,287+24.4%

Admin fee / account holder

$92

$8,625-98.9%

$6,418-98.6%

$10,133-99.1%

VAN DYK AG PROPERTIES LLC SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VAN DYK AG PROPERTIES LLC SAFE HARBOR 401(K) 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