Retirement plan

JOHNSON FERRY BEVERAGE, INC. 401K PROFIT SHARING PLAN

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

JOHNSON FERRY BEVERAGE, INC.EIN 58-1839686Plan #001PY 2020

135 BARRETT PARKWAY - MARIETTA, GA 30066770-426-6744

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$860K

+42.2% from 2019

Total participants

+20.0% from 2019

Average account balance

$61,435

+32.1% from 2019

Annual return

32.16%

+6.20 pp from 2019

Benchmarks

See 9,300 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,300 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+20.63%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2019

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$106 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.346%

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

$61,435

$65,034-5.5%

$90,970-32.5%

$79,856-23.1%

Participation rate

42.9%

61.6%-18.8pp

69.0%-26.2pp

69.6%-26.8pp

Annual return

32.16%

30.45%+1.7pp

134.60%-102.4pp

31.71%+0.4pp

Employer contribution / active EE

$719

$1,247-42.4%

$2,122-66.1%

$2,471-70.9%

Participant deferral / active EE

$1,556

$2,512-38.1%

$3,373-53.9%

$3,741-58.4%

Admin fee / account holder

$213

$4,536-95.3%

$5,961-96.4%

$5,306-96.0%

JOHNSON FERRY BEVERAGE, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON FERRY BEVERAGE, INC. 401K PROFIT SHARING 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