Retirement plan

OCALA BREEDERS SALES CO., INC. 401(K) PROFIT SHARING PLAN

Name: OCALA BREEDERS' SALES CO., INC. - OCALA BREEDERS SALES CO., INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: OCALA BREEDERS' SALES CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OCALA BREEDERS SALES CO., INC. 401(K) PROFIT SHARING PLAN, OCALA BREEDERS' SALES CO., INC.

OCALA BREEDERS' SALES CO., INC.EIN 59-1566113Plan #001PY 2019

P.O. BOX 99 - OCALA, FL 34478352-237-2154obssales.comLinkedIn51-200 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$4.2M

+15.5% from 2018

Total participants

140

+2.2% from 2018

Average account balance

$40,070

+13.3% from 2018

Annual return

15.29%

+20.38 pp from 2018

Benchmarks

See 470 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort470 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.32M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

105

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.

83.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$474K

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

+11.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$312

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
LAMCO ADVISORY SERVICES1 year Filed as: LAMCO ADVISORY Service code 26 · EIN 05-0462357 1525 INTERNATIONAL PKWY, STE 2071 · LAKE MARY, FL 32746	Advisory (Participants)	$13,451
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969	Contract Administrator	$11,653

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$25K

$206 / participant

Investment mgmt$13K53.6%
Contract admin$12K46.4%

% of EOY assets

0.597%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COLLIER, JERNIGAN & GOEDERT, P.A.
Auditor EIN: 593612220
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,070

$54,045-25.9%

$115,170-65.2%

$65,185-38.5%

Participation rate

71.3%

63.5%+7.8pp

75.9%-4.6pp

70.2%+1.1pp

Annual return

15.29%

26.55%-11.3pp

35.60%-20.3pp

29.38%-14.1pp

Employer contribution / active EE

$1,286

$1,653-22.2%

$3,179-59.5%

$2,177-40.9%

Participant deferral / active EE

$1,850

$2,504-26.1%

$4,169-55.6%

$3,514-47.3%

Admin fee / account holder

$239

$626-61.8%

$7,089-96.6%

$847-71.8%

Provider

Service type

Compensation

LAMCO ADVISORY SERVICES1 year

Filed as: LAMCO ADVISORY

Service code 26 · EIN 05-0462357

1525 INTERNATIONAL PKWY, STE 2071 · LAKE MARY, FL 32746

Advisory (Participants)

$13,451

NEWPORT GROUP, INC.2 years

Service code 13 · EIN 27-2037969

Contract Administrator

$11,653

OCALA BREEDERS SALES CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OCALA BREEDERS SALES CO., INC. 401(K) 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