Retirement plan

APPLE VALLEY SANITATION, INC EMPLOYEE SAVINGS 401K 4890 KENTUCKY HIGHWAY 321 SOUTH HAGER HILL, KY 41222

Name: APPLE VALLEY SANITATION, INC - APPLE VALLEY SANITATION, INC EMPLOYEE SAVINGS 401K 4890 KENTUCKY HIGHWAY 321 SOUTH HAGER HILL, KY 41222 (2023) Form 5500
Creator: APPLE VALLEY SANITATION, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLE VALLEY SANITATION, INC EMPLOYEE SAVINGS 401K 4890 KENTUCKY HIGHWAY 321 SOUTH HAGER HILL, KY 41222, APPLE VALLEY SANITATION, INC

APPLE VALLEY SANITATION, INCEIN 61-1053283Plan #001PY 2023

4890 KENTUCKY HIGHWAY 321 SOUTH - HAGER HILL, KY 41222606-789-5980

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$386K

+13.5% from 2022

Total participants

0.0% from 2022

Average account balance

No prior year

Annual return

2.73%

+4.06 pp from 2022

Benchmarks

See 18,494 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,494 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$455K

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+8.46%

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 codes2E2F2H2J3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$96,361-100.0%

$80,607-100.0%

$139,456-100.0%

Participation rate

0.0%

73.6%-73.6pp

67.0%-67.0pp

80.3%-80.3pp

Annual return

2.73%

1350.95%-1348.2pp

936.11%-933.4pp

373.45%-370.7pp

Employer contribution / active EE

$9,184

$3,262+181.5%

$2,724+237.1%

$4,753+93.2%

Participant deferral / active EE

$9,184

$5,232+75.5%

$4,448+106.5%

$6,711+36.8%

Admin fee / account holder

$6,601-100.0%

$5,379-100.0%

$11,407-100.0%

APPLE VALLEY SANITATION, INC EMPLOYEE SAVINGS 401K 4890 KENTUCKY HIGHWAY 321 SOUTH HAGER HILL, KY 41222

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

APPLE VALLEY SANITATION, INC EMPLOYEE SAVINGS 401K 4890 KENTUCKY HIGHWAY 321 SOUTH HAGER HILL, KY 41222

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