Retirement plan

TAKAO NURSERY, INC. 401(K) PLAN

Name: TAKAO NURSERY, INC. - TAKAO NURSERY, INC. 401(K) PLAN (2023) Form 5500
Creator: TAKAO NURSERY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAKAO NURSERY, INC. 401(K) PLAN, TAKAO NURSERY, INC.

TAKAO NURSERY, INC.EIN 84-4269474Plan #001PY 2023

2665 N. POLK AVENUE - FRESNO, CA 93722559-275-3844ucverdebuffalograss.comLinkedIn1-10 employeeswholesale

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$552K

+51.1% from 2022

Total participants

+8.0% from 2022

Average account balance

$26,289

+65.4% from 2022

Annual return

15.56%

+26.87 pp from 2022

Benchmarks

See 2,339 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort2,339 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$862K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

122.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$254K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$495

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 codes2E2J3D2F2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.

Expense breakdown

Schedule H Part II

Admin total

$5K

$220 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.995%

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

$26,289

$61,605-57.3%

$112,273-76.6%

$75,181-65.0%

Participation rate

76.0%

61.7%+14.3pp

72.4%+3.6pp

67.2%+8.8pp

Annual return

15.56%

28.47%-12.9pp

30.23%-14.7pp

160.69%-145.1pp

Employer contribution / active EE

$1,331

$2,015-34.0%

$3,431-61.2%

$2,671-50.2%

Participant deferral / active EE

$3,894

$3,108+25.3%

$4,800-18.9%

$4,126-5.6%

Admin fee / account holder

$262

$4,862-94.6%

$7,752-96.6%

$5,650-95.4%

TAKAO NURSERY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAKAO NURSERY, INC. 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