Retirement plan

E.L. HALL FARM, INC. PROFIT SHARING PLAN AND TRUST

Name: E.L. HALL FARM, INC. - E.L. HALL FARM, INC. PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: E.L. HALL FARM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E.L. HALL FARM, INC. PROFIT SHARING PLAN AND TRUST, E.L. HALL FARM, INC.

E.L. HALL FARM, INC.EIN 71-0473069Plan #001PY 2020

14 CHENAL CIR - LITTLE ROCK, AR 722239566501-944-6656

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+58.1% from 2018

Total participants

0.0% from 2018

Average account balance

-100.0% from 2018

Annual return

17.32%

+48.99 pp from 2018

Benchmarks

See 5,433 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,433 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$53

Not enough data

1 years with asset history on file

Average account balance

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

$53

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+13420.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40623

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$24K

$24024 / participant

Other / not subdivided$24K100.0%

% of EOY assets

1.850%

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

$149,741-100.0%

$118,914-100.0%

$158,982-100.0%

Participation rate

0.0%

82.1%-82.1pp

75.4%-75.4pp

82.0%-82.0pp

Annual return

17.32%

19.94%-2.6pp

35.89%-18.6pp

302.99%-285.7pp

Employer contribution / active EE

$18,000

$4,119+337.0%

$3,264+451.4%

$4,763+277.9%

Participant deferral / active EE

$24,000

$5,226+359.3%

$4,266+462.6%

$5,983+301.1%

Admin fee / account holder

$8,607-100.0%

$6,582-100.0%

$11,252-100.0%

E.L. HALL FARM, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E.L. HALL FARM, INC. 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