Retirement plan

RUN N JUMP FARM RETIREMENT PLAN

Name: RUN N JUMP FARM - RUN N JUMP FARM RETIREMENT PLAN (2024) Form 5500
Creator: RUN N JUMP FARM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUN N JUMP FARM RETIREMENT PLAN, RUN N JUMP FARM

RUN N JUMP FARMEIN 82-3170916Plan #002PY 2024

1036 SEIBERT RD. - BELLEFONTE, PA 16823814-355-7438

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$140K

+19.0% from 2023

Total participants

0.0% from 2023

Average account balance

$139,807

+19.0% from 2023

Annual return

9.45%

-4.95 pp from 2023

Benchmarks

See 6,255 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,255 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 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

+10.85%

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 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

0 tripped

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

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

$139,807

$150,412-7.1%

$120,574+16.0%

$145,884-4.2%

Participation rate

100.0%

78.8%+21.2pp

71.9%+28.1pp

80.3%+19.7pp

Annual return

9.45%

154.50%-145.0pp

107.42%-98.0pp

551.85%-542.4pp

Employer contribution / active EE

$4,045

$4,355-7.1%

$3,471+16.6%

$4,662-13.2%

Participant deferral / active EE

$7,200

$6,175+16.6%

$4,996+44.1%

$6,690+7.6%

Admin fee / account holder

$12,224-100.0%

$9,445-100.0%

$13,392-100.0%

RUN N JUMP FARM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RUN N JUMP FARM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion