Retirement plan

COCONUT CATTLE CO. INDIVIDUAL 401(K) PLAN

Name: COCONUT CATTLE CO. - COCONUT CATTLE CO. INDIVIDUAL 401(K) PLAN (2022) Form 5500
Creator: COCONUT CATTLE CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COCONUT CATTLE CO. INDIVIDUAL 401(K) PLAN, COCONUT CATTLE CO.

COCONUT CATTLE CO.EIN 75-2418596Plan #001PY 2022

109 CHUCKER - AMARILLO, TX 79124806-373-1529

Other plans on this EIN

1 filing

#002Retirement-$225K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$467K

+11.1% from 2021

Total participants

0.0% from 2021

Average account balance

$233,405

+11.1% from 2021

Annual return

9.68%

-28.95 pp from 2021

Benchmarks

See 17,020 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,020 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$51K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$240

$120 / participant

Other / not subdivided$240100.0%

% of EOY assets

0.051%

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

$233,405

$93,124+150.6%

$77,100+202.7%

$134,545+73.5%

Participation rate

100.0%

74.5%+25.5pp

67.9%+32.1pp

81.2%+18.8pp

Annual return

9.68%

62.68%-53.0pp

42.35%-32.7pp

418.37%-408.7pp

Employer contribution / active EE

$2,978

$3,421-13.0%

$2,815+5.8%

$4,742-37.2%

Participant deferral / active EE

$5,242-100.0%

$4,430-100.0%

$6,401-100.0%

Admin fee / account holder

$120

$6,970-98.3%

$5,443-97.8%

$11,431-99.0%

COCONUT CATTLE CO. INDIVIDUAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COCONUT CATTLE CO. INDIVIDUAL 401(K) 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