Retirement plan

CONCORD FOODS, LLC 401(K) PROFIT SHARING PLAN

Name: CONCORD FOODS, LLC - CONCORD FOODS, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: CONCORD FOODS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONCORD FOODS, LLC 401(K) PROFIT SHARING PLAN, CONCORD FOODS, LLC

CONCORD FOODS, LLCEIN 47-4869381Plan #001PY 2020

695 CROSS STREET, SUITE 195 - LAKEWOOD, NJ 08701917-599-6015

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$141K

No prior year

Total participants

No prior year

Average account balance

$47,134

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 22,196 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$401K

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+6.94%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$47,134

$162,812-71.0%

$133,971-64.8%

$158,966-70.3%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

0.00%

41.94%-41.9pp

45.09%-45.1pp

302.95%-302.9pp

Employer contribution / active EE

$23,301

$4,976+368.3%

$3,919+494.6%

$4,762+389.3%

Participant deferral / active EE

$23,833

$5,910+303.3%

$5,047+372.2%

$5,983+298.3%

Admin fee / account holder

$11,741-100.0%

$8,929-100.0%

$11,250-100.0%

CONCORD FOODS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CONCORD FOODS, LLC 401(K) PROFIT SHARING 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