Retirement plan

GOSCHIE FARMS, INC. PROFIT SHARING PLAN

Name: GOSCHIE FARMS, INC. - GOSCHIE FARMS, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: GOSCHIE FARMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOSCHIE FARMS, INC. PROFIT SHARING PLAN, GOSCHIE FARMS, INC.

GOSCHIE FARMS, INC.EIN 93-0660607Plan #001PY 2019

7365 MERIDIAN ROAD NE - SILVERTON, OR 97381503-873-5638goschiefarms.comLinkedIn1-10 employeesnewspapers

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+36.0% from 2018

Total participants

+1.6% from 2018

Average account balance

$27,585

+33.9% from 2018

Annual return

24.59%

+34.31 pp from 2018

Benchmarks

See 1,927 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,927 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.18M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

181.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+88.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80283

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 codes2E2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$9K

$233 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.506%

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

$27,585

$58,851-53.1%

$115,170-76.0%

$72,975-62.2%

Participation rate

100.0%

65.5%+34.5pp

75.9%+24.1pp

69.5%+30.5pp

Annual return

24.59%

23.16%+1.4pp

35.60%-11.0pp

81.01%-56.4pp

Employer contribution / active EE

$2,564

$1,798+42.6%

$3,179-19.3%

$2,440+5.1%

Participant deferral / active EE

$1,526

$2,643-42.3%

$4,169-63.4%

$3,608-57.7%

Admin fee / account holder

$140

$6,370-97.8%

$7,089-98.0%

$5,124-97.3%

GOSCHIE FARMS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOSCHIE 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