Retirement plan

EARL BROWN & SONS, INC. 401K PROFIT SHARING PLAN AND TRUST

Name: EARL BROWN & SONS, INC. - EARL BROWN & SONS, INC. 401K PROFIT SHARING PLAN AND TRUST (2021) Form 5500
Creator: EARL BROWN & SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EARL BROWN & SONS, INC. 401K PROFIT SHARING PLAN AND TRUST, EARL BROWN & SONS, INC.

EARL BROWN & SONS, INC.EIN 93-0693881Plan #001PY 2021

PO BOX 249 - MILTON FREEWATER, OR 978621942541-938-6645

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$1.6M

+21.7% from 2020

Total participants

101

+8.6% from 2020

Average account balance

$36,605

+2.8% from 2020

Annual return

12.10%

+0.56 pp from 2020

Benchmarks

See 2,182 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort2,182 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$678K

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.

24.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$497

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

+15.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2442

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 codes2E2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$46 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.250%

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

$36,605

$70,587-48.1%

$124,693-70.6%

$85,856-57.4%

Participation rate

37.1%

64.4%-27.3pp

74.6%-37.5pp

69.3%-32.2pp

Annual return

12.10%

20688.83%-20676.7pp

5144.19%-5132.1pp

318.58%-306.5pp

Employer contribution / active EE

$731

$1,913-61.8%

$3,324-78.0%

$2,565-71.5%

Participant deferral / active EE

$773

$2,969-74.0%

$4,615-83.3%

$3,952-80.4%

Admin fee / account holder

$91

$5,282-98.3%

$7,494-98.8%

$6,261-98.5%

EARL BROWN & SONS, INC. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EARL BROWN & SONS, INC. 401K PROFIT SHARING PLAN AND TRUST

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