Retirement plan

TONY'S SMOKEHOUSE 401(K) RETIREMENT PLAN

Name: TONY'S SMOKEHOUSE AND CANNERY, INC. - TONY'S SMOKEHOUSE 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: TONY'S SMOKEHOUSE AND CANNERY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TONY'S SMOKEHOUSE 401(K) RETIREMENT PLAN, TONY'S SMOKEHOUSE AND CANNERY, INC.

TONY'S SMOKEHOUSE AND CANNERY, INC.EIN 93-0876537Plan #001PY 2015

1316 WASHINGTON STREET - OREGON CITY, OR 97045503-655-2488LinkedIn11-50 employeesfood production

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$429K

No prior year

Total participants

No prior year

Average account balance

$21,425

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,630 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,630 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

107.7%

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

$3K

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

+22.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2517

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$85 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.415%

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

$21,425

$87,016-75.4%

$63,244-66.1%

$125,389-82.9%

Participation rate

81.0%

77.1%+3.9pp

71.0%+9.9pp

83.2%-2.2pp

Annual return

0.00%

21.71%-21.7pp

-70.31%+70.3pp

282.24%-282.2pp

Employer contribution / active EE

$713

$3,601-80.2%

$2,322-69.3%

$4,866-85.4%

Participant deferral / active EE

$1,752

$3,939-55.5%

$2,953-40.7%

$5,352-67.3%

Admin fee / account holder

$89

$11,954-99.3%

$5,893-98.5%

$9,541-99.1%

TONY'S SMOKEHOUSE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TONY'S SMOKEHOUSE 401(K) RETIREMENT 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