Retirement plan

BELL TASTY FOODS INC 401(K) PROFIT SHARING PLAN & TRUST

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

BELL TASTY FOODS INCEIN 68-0305145Plan #001PY 2019

9136 ELKMONT DR STE A - ELK GROVE, CA 95624916-685-0852belltastyfoods.comLinkedIn1-10 employeesfood production

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$661K

+59.2% from 2018

Total participants

+2.0% from 2018

Average account balance

$31,487

+51.6% from 2018

Annual return

33.44%

+40.53 pp from 2018

Benchmarks

See 8,598 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,598 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

181.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$173K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$146

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 codes2E2F2G2J2T3D

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).
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$106 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.804%

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

$31,487

$54,763-42.5%

$90,324-65.1%

$72,976-56.9%

Participation rate

38.0%

65.2%-27.2pp

73.3%-35.3pp

69.5%-31.5pp

Annual return

33.44%

30.63%+2.8pp

78.15%-44.7pp

81.02%-47.6pp

Employer contribution / active EE

$692

$2,093-66.9%

$2,856-75.8%

$2,440-71.6%

Participant deferral / active EE

$1,506

$2,887-47.8%

$3,885-61.2%

$3,608-58.3%

Admin fee / account holder

$253

$3,973-93.6%

$5,356-95.3%

$5,124-95.1%

BELL TASTY FOODS INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BELL TASTY FOODS INC 401(K) PROFIT SHARING PLAN & TRUST

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