Retirement plan

VESPA FOODS RETIREMENT PLAN

Name: VESPA FOODS INC. - VESPA FOODS RETIREMENT PLAN (2019) 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 2019

31 OSGOOD HILL ROAD - ESSEX, VT 05452802-316-0023

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$162K

+136.3% from 2018

Total participants

+50.0% from 2018

Average account balance

$54,034

+57.5% from 2018

Annual return

121.98%

+132.28 pp from 2018

Benchmarks

See 7,712 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,712 peers

Snapshot2019

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

$54,034

$108,695-50.3%

$74,722-27.7%

$152,897-64.7%

Participation rate

100.0%

65.4%+34.6pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

121.98%

114.11%+7.9pp

753.11%-631.1pp

345.43%-223.4pp

Employer contribution / active EE

$1,444

$1,504-4.0%

$1,084+33.2%

$4,764-69.7%

Participant deferral / active EE

$1,822

$2,712-32.8%

$1,963-7.2%

$5,851-68.9%

Admin fee / account holder

$4,906-100.0%

$3,335-100.0%

$11,599-100.0%

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