Retirement plan

BETHEL HEIGHTS VINEYARD, INC. 401(K) PROFIT SHARING PLAN

Name: BETHEL HEIGHTS VINEYARD, INC. - BETHEL HEIGHTS VINEYARD, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: BETHEL HEIGHTS VINEYARD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BETHEL HEIGHTS VINEYARD, INC. 401(K) PROFIT SHARING PLAN, BETHEL HEIGHTS VINEYARD, INC.

BETHEL HEIGHTS VINEYARD, INC.EIN 93-0719624Plan #001PY 2023

6060 BETHEL HEIGHTS RD NW - SALEM, OR 973049752503-581-2262

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$833K

+27.7% from 2022

Total participants

+6.7% from 2022

Average account balance

$64,057

+17.9% from 2022

Annual return

17.10%

+34.99 pp from 2022

Benchmarks

See 6,332 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,332 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4590

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$58

$4 / participant

Other / not subdivided$58100.0%

% of EOY assets

0.007%

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

$64,057

$141,004-54.6%

$112,273-42.9%

$139,456-54.1%

Participation rate

76.9%

79.2%-2.3pp

72.4%+4.5pp

80.3%-3.4pp

Annual return

17.10%

32.75%-15.7pp

30.23%-13.1pp

373.45%-356.4pp

Employer contribution / active EE

$1,887

$4,285-56.0%

$3,431-45.0%

$4,753-60.3%

Participant deferral / active EE

$3,427

$5,878-41.7%

$4,800-28.6%

$6,711-48.9%

Admin fee / account holder

$9,959-100.0%

$7,752-99.9%

$11,407-100.0%

BETHEL HEIGHTS VINEYARD, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BETHEL HEIGHTS VINEYARD, INC. 401(K) 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