Retirement plan

ESHRAGHI NURSERY PROFIT SHARING PLAN

Name: ESHRAGHI NURSERIES, LLC - ESHRAGHI NURSERY PROFIT SHARING PLAN (2023) Form 5500
Creator: ESHRAGHI NURSERIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ESHRAGHI NURSERY PROFIT SHARING PLAN, ESHRAGHI NURSERIES, LLC

ESHRAGHI NURSERIES, LLCEIN 93-1197837Plan #003PY 2023

26985 SW FARMINGTON RD - HILLSBORO, OR 97123503-628-8685eshraghinursery.comLinkedIn1-10 employeesretail

Other plans on this EIN

2 filings

#001Retirement-$1.6M assets #002Retirement-$442K assets

Prospect flagsLow returnsHigh cash

How to read this page

Total assets (EOY)

$3.7M

+42.7% from 2022

Total participants

158

+9.0% from 2022

Average account balance

$23,310

+30.1% from 2022

Annual return

6.41%

+11.69 pp from 2022

Benchmarks

See 535 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort535 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.70M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

156

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

$233K

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

+4.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$125

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

1 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 codes2A2D3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$6K

$48 / participant

Investment mgmt$6K100.0%

% of EOY assets

0.169%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JONES & ROTH, P.C.
Auditor EIN: 930819646
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,310

$57,763-59.6%

$112,228-79.2%

$71,529-67.4%

Participation rate

100.0%

58.9%+41.1pp

72.4%+27.6pp

67.9%+32.1pp

Annual return

6.41%

18.26%-11.8pp

30.23%-23.8pp

28.97%-22.6pp

Employer contribution / active EE

$7,692

$1,916+301.4%

$3,432+124.2%

$2,590+197.0%

Participant deferral / active EE

$2,865-100.0%

$4,800-100.0%

$4,291-100.0%

Admin fee / account holder

$39

$1,563-97.5%

$7,752-99.5%

$1,588-97.5%

ESHRAGHI NURSERY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ESHRAGHI NURSERY 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