Retirement plan

TRACTOR BEVERAGES, INC. 401(K) PROFIT SHARING PLAN

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

TRACTOR BEVERAGES, INC.EIN 61-1635112Plan #001PY 2019

PO BOX 786 - OXNARD, CA 93030310-864-0711drinktractor.comLinkedIn51-200 employeesfood & beverages

Prospect flagsLow participationLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$21K

+563.5% from 2018

Total participants

+100.0% from 2018

Average account balance

$10,271

+563.5% from 2018

Annual return

54.04%

+54.04 pp from 2018

Benchmarks

See 3,426 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,426 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.02M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+106.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2088

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$342

$21 / participant

Other / not subdivided$342100.0%

% of EOY assets

1.665%

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

$10,271

$104,544-90.2%

$76,657-86.6%

$152,897-93.3%

Participation rate

12.5%

76.6%-64.1pp

72.1%-59.6pp

82.5%-70.0pp

Annual return

54.04%

1014.36%-960.3pp

1166.74%-1112.7pp

345.43%-291.4pp

Employer contribution / active EE

$38

$3,118-98.8%

$2,303-98.3%

$4,764-99.2%

Participant deferral / active EE

$948

$4,236-77.6%

$3,335-71.6%

$5,851-83.8%

Admin fee / account holder

$171

$12,286-98.6%

$6,423-97.3%

$11,599-98.5%

TRACTOR BEVERAGES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRACTOR BEVERAGES, 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