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 (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.3M

+2.4% from 2017

Total participants

+78.6% from 2017

Average account balance

$132,204

-42.7% from 2017

Annual return

-6.02%

-19.81 pp from 2017

Benchmarks

See 1,775 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,775 peers

Snapshot2018

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

$600

$24 / participant

Other / not subdivided$600100.0%

% of EOY assets

0.018%

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

$132,204

$52,836+150.2%

$105,736+25.0%

$64,173+106.0%

Participation rate

100.0%

66.5%+33.5pp

76.3%+23.7pp

69.6%+30.4pp

Annual return

-6.02%

14.30%-20.3pp

6.27%-12.3pp

7.63%-13.7pp

Employer contribution / active EE

$5,878

$1,827+221.7%

$3,268+79.8%

$2,381+146.9%

Participant deferral / active EE

$4,945

$2,545+94.2%

$4,080+21.2%

$3,470+42.5%

Admin fee / account holder

$24

$3,959-99.4%

$6,913-99.7%

$4,887-99.5%

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