Retirement plan

H & R AGRI-POWER EMPLOYEE STOCK OWNERSHIP PLAN

Name: AGRI-POWER, INC. - H & R AGRI-POWER EMPLOYEE STOCK OWNERSHIP PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#001Retirement-$13.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$42.4M

+17.2% from 2019

Total participants

379

+12.5% from 2019

Average account balance

$112,005

+4.2% from 2019

Annual return

13.24%

+13.59 pp from 2019

Benchmarks

See 248 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort248 peers

Snapshot2020

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

$112,005

$51,447+117.7%

$104,614+7.1%

$73,412+52.6%

Participation rate

100.0%

68.2%+31.8pp

74.1%+25.9pp

72.2%+27.8pp

Annual return

13.24%

25.06%-11.8pp

340.56%-327.3pp

59.30%-46.1pp

Employer contribution / active EE

$6,210

$1,441+330.9%

$2,681+131.6%

$2,234+178.0%

Participant deferral / active EE

$3,058-100.0%

$3,739-100.0%

$3,806-100.0%

Admin fee / account holder

$122-100.0%

$6,464-100.0%

$158-100.0%

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