Retirement plan

Z-7 FARMS, INC. 401(K) PROFIT SHARING PLAN

Name: Z-7 FARMS, INC. - Z-7 FARMS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: Z-7 FARMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, Z-7 FARMS, INC. 401(K) PROFIT SHARING PLAN, Z-7 FARMS, INC.

Z-7 FARMS, INC.EIN 85-0417048Plan #002PY 2017

P.O. BOX 7 - PORTALES, NM 88130575-760-6143LinkedIn1-10 employeesfarming

Other plans on this EIN

1 filing

#001Retirement-$955K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$372K

+22.5% from 2016

Total participants

0.0% from 2016

Average account balance

$92,969

+22.5% from 2016

Annual return

9.91%

+15.51 pp from 2016

Benchmarks

See 4,832 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,832 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$768K

Not enough data

1 years with asset history on file

Average account balance

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

$256K

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

$905

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$302

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

+14.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$407

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J3D

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.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,969

$149,679-37.9%

$117,039-20.6%

$147,584-37.0%

Participation rate

100.0%

83.5%+16.5pp

77.2%+22.8pp

82.8%+17.2pp

Annual return

9.91%

19.31%-9.4pp

18.95%-9.0pp

578.55%-568.6pp

Employer contribution / active EE

$4,937-100.0%

$3,785-100.0%

$4,876-100.0%

Participant deferral / active EE

$12,766

$4,912+159.9%

$3,929+224.9%

$5,439+134.7%

Admin fee / account holder

$7,856-100.0%

$5,974-100.0%

$10,885-100.0%

Z-7 FARMS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Z-7 FARMS, INC. 401(K) PROFIT SHARING 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