Retirement plan

VESPA FOODS RETIREMENT PLAN

Name: VESPA FOODS, INC. - VESPA FOODS RETIREMENT PLAN (2018) Form 5500
Creator: VESPA FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VESPA FOODS RETIREMENT PLAN, VESPA FOODS, INC.

VESPA FOODS, INC.EIN 47-4271176Plan #001PY 2018

31 OSGOOD HILL ROAD - ESSEX, VT 05452802-872-8567

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$69K

+4.3% from 2017

Total participants

0.0% from 2017

Average account balance

$34,306

+4.3% from 2017

Annual return

-10.30%

-20.68 pp from 2017

Benchmarks

See 7,242 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,242 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$297K

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.50%

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

$34,306

$104,106-67.0%

$71,086-51.7%

$135,379-74.7%

Participation rate

100.0%

65.7%+34.3pp

54.7%+45.3pp

82.6%+17.4pp

Annual return

-10.30%

1256.30%-1266.6pp

650.59%-660.9pp

519.79%-530.1pp

Employer contribution / active EE

$2,130

$1,485+43.4%

$1,088+95.8%

$4,779-55.4%

Participant deferral / active EE

$2,662

$2,527+5.3%

$1,874+42.0%

$5,609-52.5%

Admin fee / account holder

$4,142-100.0%

$3,082-100.0%

$10,828-100.0%

VESPA FOODS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VESPA FOODS 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