Retirement plan

GODLIN BEES, INC. CASH BALANCE PLAN AND TRUST

Name: GODLIN BEES, INC. - GODLIN BEES, INC. CASH BALANCE PLAN AND TRUST (2016) Form 5500
Creator: GODLIN BEES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GODLIN BEES, INC. CASH BALANCE PLAN AND TRUST, GODLIN BEES, INC.

GODLIN BEES, INC.EIN 80-0020672Plan #002PY 2016

20695 AVENUE 328 - WOODLAKE, CA 93286559-564-8287

Other plans on this EIN

1 filing

#001Retirement-$283K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$355K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-8.78%

No prior year

Benchmarks

See 447 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined benefit

Participants<25

Cohort447 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$337K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+30.17%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$158 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.311%

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

$202,986-100.0%

$237,064-100.0%

Participation rate

0.0%

41.2%-41.2pp

26.9%-26.9pp

45.6%-45.6pp

Annual return

-8.78%

2.00%-10.8pp

2.04%-10.8pp

4.16%-12.9pp

Employer contribution / active EE

$16,429

$70,498-76.7%

$57,418-71.4%

$42,918-61.7%

Participant deferral / active EE

$84-100.0%

$123-100.0%

$128-100.0%

Admin fee / account holder

$255,353-100.0%

$21,465-100.0%

GODLIN BEES, INC. CASH BALANCE PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GODLIN BEES, INC. CASH BALANCE PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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