Retirement plan

SIMON FARMS, INC. 401(K) PROFIT SHARING PLAN

Name: SIMON FARMS, INC. - SIMON FARMS, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SIMON FARMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIMON FARMS, INC. 401(K) PROFIT SHARING PLAN, SIMON FARMS, INC.

SIMON FARMS, INC.EIN 82-0295487Plan #002PY 2025

PO BOX 364 - FAIRFIELD, ID 83327208-764-2324

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$656K

+24.3% from 2024

Total participants

+25.0% from 2024

Average account balance

$131,279

-0.6% from 2024

Annual return

12.82%

-7.25 pp from 2024

Benchmarks

See 1,999 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort1,999 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$656K

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23

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 codes2E2G

Plan features

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.

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

$115

$23 / participant

Other / not subdivided$115100.0%

% of EOY assets

0.018%

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

$131,279

$185,141-29.1%

$153,416-14.4%

$155,188-15.4%

Participation rate

100.0%

79.9%+20.1pp

74.3%+25.7pp

80.8%+19.2pp

Annual return

12.82%

18.72%-5.9pp

17.84%-5.0pp

148.84%-136.0pp

Employer contribution / active EE

$1,402

$4,489-68.8%

$3,764-62.8%

$4,248-67.0%

Participant deferral / active EE

$10,691

$5,477+95.2%

$4,723+126.3%

$6,531+63.7%

Admin fee / account holder

$23

$16,005-99.9%

$13,095-99.8%

$14,480-99.8%

SIMON FARMS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIMON FARMS, INC. 401(K) 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