Retirement plan

CALIFORNIA VEGETABLE SPECIALTIES, INC. RETIREMENT PLAN

Name: CALIFORNIA VEGETABLE SPECIALTIES, INC. - CALIFORNIA VEGETABLE SPECIALTIES, INC. RETIREMENT PLAN (2023) Form 5500
Creator: CALIFORNIA VEGETABLE SPECIALTIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA VEGETABLE SPECIALTIES, INC. RETIREMENT PLAN, CALIFORNIA VEGETABLE SPECIALTIES, INC.

CALIFORNIA VEGETABLE SPECIALTIES, INC.EIN 68-0119004Plan #001PY 2023

15 POPPY HOUSE RD. - RIO VISTA, CA 94571707-374-2111LinkedIn11-50 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$526K

+45.4% from 2022

Total participants

+25.0% from 2022

Average account balance

$18,783

+45.4% from 2022

Annual return

16.64%

+33.45 pp from 2022

Benchmarks

See 2,339 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort2,339 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$506K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

63.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6842

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 codes2E2G2H2J3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$60 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.607%

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

$18,783

$61,605-69.5%

$112,273-83.3%

$75,181-75.0%

Participation rate

39.6%

61.7%-22.1pp

72.4%-32.8pp

67.2%-27.6pp

Annual return

16.64%

28.47%-11.8pp

30.23%-13.6pp

160.69%-144.0pp

Employer contribution / active EE

$767

$2,015-61.9%

$3,431-77.6%

$2,671-71.3%

Participant deferral / active EE

$1,254

$3,108-59.7%

$4,800-73.9%

$4,126-69.6%

Admin fee / account holder

$114

$4,862-97.7%

$7,752-98.5%

$5,650-98.0%

CALIFORNIA VEGETABLE SPECIALTIES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA VEGETABLE SPECIALTIES, INC. RETIREMENT 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