Retirement plan

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

Name: BELL TASTY FOODS INC. - BELL TASTY FOODS INC. 401(K) PROFIT SHARING PLAN AND TRUST (2021) 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 AND TRUST, BELL TASTY FOODS INC.

BELL TASTY FOODS INC.EIN 68-0305145Plan #001PY 2021

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+31.2% from 2020

Total participants

-29.1% from 2020

Average account balance

$32,865

-18.4% from 2020

Annual return

16.33%

-5.17 pp from 2020

Benchmarks

See 2,401 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,401 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.25M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

177.3%

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

+16.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1903

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$44 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.091%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,865

$69,515-52.7%

$86,874-62.2%

$85,850-61.7%

Participation rate

92.0%

66.3%+25.7pp

71.6%+20.4pp

69.3%+22.7pp

Annual return

16.33%

20.12%-3.8pp

63.52%-47.2pp

318.53%-302.2pp

Employer contribution / active EE

$1,678

$1,880-10.7%

$2,495-32.7%

$2,565-34.6%

Participant deferral / active EE

$3,845

$2,919+31.7%

$3,699+4.0%

$3,952-2.7%

Admin fee / account holder

$30

$5,972-99.5%

$5,828-99.5%

$6,260-99.5%

BELL TASTY FOODS INC. 401(K) PROFIT SHARING PLAN AND 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 AND 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