Retirement plan

MAYO FAMILY WINERY PROFIT SHARING PLAN

Name: MAYO FAMILY WINERY - MAYO FAMILY WINERY PROFIT SHARING PLAN (2020) 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 2020

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$924K

+25.4% from 2019

Total participants

+10.0% from 2019

Average account balance

$84,004

+14.0% from 2019

Annual return

19.13%

-0.32 pp from 2019

Benchmarks

See 3,639 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,639 peers

Snapshot2020

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

1 tripped

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

$2K

$156 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.186%

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

$84,004

$105,929-20.7%

$81,716+2.8%

$158,966-47.2%

Participation rate

100.0%

75.6%+24.4pp

72.0%+28.0pp

82.0%+18.0pp

Annual return

19.13%

38.19%-19.1pp

29.49%-10.4pp

302.95%-283.8pp

Employer contribution / active EE

$866

$7,802-88.9%

$4,310-79.9%

$4,762-81.8%

Participant deferral / active EE

$3,341

$13,007-74.3%

$7,108-53.0%

$5,983-44.2%

Admin fee / account holder

$156

$8,492-98.2%

$5,159-97.0%

$11,250-98.6%

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