Retirement plan

MAYO FAMILY WINERY PROFIT SHARING PLAN

Name: MAYO FAMILY WINERY - MAYO FAMILY WINERY PROFIT SHARING PLAN (2019) Form 5500
Creator: MAYO FAMILY WINERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAYO FAMILY WINERY PROFIT SHARING PLAN, MAYO FAMILY WINERY

MAYO FAMILY WINERYEIN 71-0930302Plan #001PY 2019

9200 SONOMA HIGHWAY - KENWOOD, CA 95452707-833-3300mayofamilywinery.comLinkedIn11-50 employeeswine and spirits

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$737K

+27.0% from 2018

Total participants

+25.0% from 2018

Average account balance

$73,684

+1.6% from 2018

Annual return

19.44%

+26.28 pp from 2018

Benchmarks

See 3,427 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,427 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$244

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

$1K

$160 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.174%

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

$73,684

$104,520-29.5%

$76,823-4.1%

$152,885-51.8%

Participation rate

100.0%

76.6%+23.4pp

72.1%+27.9pp

82.5%+17.5pp

Annual return

19.44%

1014.03%-994.6pp

1166.42%-1147.0pp

345.39%-325.9pp

Employer contribution / active EE

$1,039

$3,117-66.7%

$2,302-54.9%

$4,763-78.2%

Participant deferral / active EE

$4,415

$4,236+4.2%

$3,336+32.4%

$5,851-24.5%

Admin fee / account holder

$128

$12,283-99.0%

$6,422-98.0%

$11,598-98.9%

MAYO FAMILY WINERY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAYO FAMILY WINERY 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