Retirement plan

H & R AGRI-POWER EMPLOYEE STOCK OWNERSHIP PLAN

Name: AGRI-POWER, INC. - H & R AGRI-POWER EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: AGRI-POWER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H & R AGRI-POWER EMPLOYEE STOCK OWNERSHIP PLAN, AGRI-POWER, INC.

AGRI-POWER, INC.EIN 61-1174505Plan #002PY 2018

P.O. BOX 538 - HOPKINSVILLE, KY 42241270-886-3918

Other plans on this EIN

1 filing

#001Retirement-$7.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$34.9M

+21.1% from 2017

Total participants

278

+2.6% from 2017

Average account balance

$125,706

+18.1% from 2017

Annual return

16.41%

+14.28 pp from 2017

Benchmarks

See 448 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort448 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$111.16M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

666

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

$2.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+7.05%

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

1 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 codes2P2Q

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: STONE, RUDOLPH, & HENRY, PLC
Auditor EIN: 620811623
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,706

$45,825+174.3%

$90,657+38.7%

$56,287+123.3%

Participation rate

100.0%

66.7%+33.3pp

74.0%+26.0pp

69.9%+30.1pp

Annual return

16.41%

38.64%-22.2pp

1.89%+14.5pp

-9.96%+26.4pp

Employer contribution / active EE

$8,019

$1,372+484.4%

$2,532+216.7%

$2,111+279.8%

Participant deferral / active EE

$2,562-100.0%

$3,424-100.0%

$3,350-100.0%

Admin fee / account holder

$413-100.0%

$4,994-100.0%

$521-100.0%

H & R AGRI-POWER EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

H & R AGRI-POWER EMPLOYEE STOCK OWNERSHIP 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