Retirement plan

VESPA FOODS RETIREMENT PLAN

Name: VESPA FOODS, INC. - VESPA FOODS RETIREMENT PLAN (2024) 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 2024

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$297K

+31.7% from 2023

Total participants

0.0% from 2023

Average account balance

$148,339

+31.7% from 2023

Annual return

15.50%

-19.00 pp from 2023

Benchmarks

See 14,063 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,063 peers

Snapshot2024

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

$148,339

$76,634+93.6%

$56,054+164.6%

$145,978+1.6%

Participation rate

100.0%

63.2%+36.8pp

52.5%+47.5pp

80.3%+19.7pp

Annual return

15.50%

3004.33%-2988.8pp

1705.95%-1690.4pp

550.52%-535.0pp

Employer contribution / active EE

$2,037

$1,380+47.6%

$1,039+96.1%

$4,662-56.3%

Participant deferral / active EE

$16,163

$2,622+516.3%

$1,952+727.9%

$6,690+141.6%

Admin fee / account holder

$3,321-100.0%

$2,822-100.0%

$13,400-100.0%

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