Retirement plan

PEONIES PLUS LLC 401(K) PROFIT SHARING PLAN & TRUST

Name: PEONIES PLUS LLC - PEONIES PLUS LLC 401(K) PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: PEONIES PLUS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEONIES PLUS LLC 401(K) PROFIT SHARING PLAN & TRUST, PEONIES PLUS LLC

PEONIES PLUS LLCEIN 83-2913992Plan #001PY 2022

1722 VREUGDENHIL RD - PANTEGO, NC 27860252-945-2747

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$253K

No prior year

Total participants

No prior year

Average account balance

$126,476

No prior year

Annual return

13.17%

No prior year

Benchmarks

See 6,309 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,309 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$368K

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+4.14%

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 codes2E2G2J3B

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$126,476

$129,960-2.7%

$104,299+21.3%

$134,545-6.0%

Participation rate

100.0%

79.5%+20.5pp

73.3%+26.7pp

81.2%+18.8pp

Annual return

13.17%

42.06%-28.9pp

24.62%-11.4pp

418.37%-405.2pp

Employer contribution / active EE

$1,000

$4,186-76.1%

$3,373-70.4%

$4,742-78.9%

Participant deferral / active EE

$17,500

$5,589+213.1%

$4,626+278.3%

$6,401+173.4%

Admin fee / account holder

$9,324-100.0%

$7,339-100.0%

$11,431-100.0%

PEONIES PLUS LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PEONIES PLUS LLC 401(K) PROFIT SHARING PLAN & TRUST

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