Retirement plan

BEEFMASTER BREEDERS UNITED EMPLOYEES'401K PLAN

Name: BEEFMASTER BREEDERS UNITED - BEEFMASTER BREEDERS UNITED EMPLOYEES'401K PLAN (2018) Form 5500
Creator: BEEFMASTER BREEDERS UNITED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEEFMASTER BREEDERS UNITED EMPLOYEES'401K PLAN, BEEFMASTER BREEDERS UNITED

BEEFMASTER BREEDERS UNITEDEIN 74-1457036Plan #001PY 2018

6800 PARK TEN BLVD., STE 290 W - SAN ANTONIO, TX 78213210-732-3132beefmasters.orgLinkedIn1-10 employeesranching

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$439K

+21.7% from 2017

Total participants

+14.3% from 2017

Average account balance

$27,448

+6.5% from 2017

Annual return

10.30%

-0.80 pp from 2017

Benchmarks

See 5,138 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,138 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$870K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86

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 codes2C2E2G2J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$202 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.276%

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

$27,448

$127,096-78.4%

$105,736-74.0%

$135,380-79.7%

Participation rate

100.0%

82.7%+17.3pp

76.3%+23.7pp

82.6%+17.4pp

Annual return

10.30%

4.49%+5.8pp

6.27%+4.0pp

519.81%-509.5pp

Employer contribution / active EE

$4,769

$4,107+16.1%

$3,268+45.9%

$4,779-0.2%

Participant deferral / active EE

$2,297

$5,064-54.6%

$4,080-43.7%

$5,609-59.0%

Admin fee / account holder

$76

$9,087-99.2%

$6,913-98.9%

$10,828-99.3%

BEEFMASTER BREEDERS UNITED EMPLOYEES'401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEEFMASTER BREEDERS UNITED EMPLOYEES'401K 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