Retirement plan

OAK CREEK FARMS INC PROFIT SHARING PLAN

Name: OAK CREEK FARMS INC - OAK CREEK FARMS INC PROFIT SHARING PLAN (2022) Form 5500
Creator: OAK CREEK FARMS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OAK CREEK FARMS INC PROFIT SHARING PLAN, OAK CREEK FARMS INC

OAK CREEK FARMS INCEIN 93-0525567Plan #001PY 2022

34105 HIGHWAY 34 SE - ALBANY, OR 973229773541-926-6495LinkedIn1-10 employeesfarming

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+1.8% from 2021

Total participants

0.0% from 2021

Average account balance

$1,103,177

+1.8% from 2021

Annual return

-0.80%

-16.13 pp from 2021

Benchmarks

See 6,310 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,310 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.60M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+7.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35952

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 codes2E2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$376

$94 / participant

Other / not subdivided$376100.0%

% of EOY assets

0.009%

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

$1,103,177

$129,959+748.9%

$104,301+957.7%

$134,509+720.1%

Participation rate

100.0%

79.5%+20.5pp

73.3%+26.7pp

81.2%+18.8pp

Annual return

-0.80%

42.04%-42.8pp

24.61%-25.4pp

418.13%-418.9pp

Employer contribution / active EE

$15,958

$4,185+281.3%

$3,373+373.1%

$4,741+236.6%

Participant deferral / active EE

$11,875

$5,589+112.5%

$4,626+156.7%

$6,400+85.5%

Admin fee / account holder

$94

$9,325-99.0%

$7,340-98.7%

$11,427-99.2%

OAK CREEK FARMS INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OAK CREEK FARMS INC 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