Retirement plan

MIKE GIANNINI RANCH 401(K) PLAN

Name: MIKE GIANNINI RANCH - MIKE GIANNINI RANCH 401(K) PLAN (2015) Form 5500
Creator: MIKE GIANNINI RANCH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIKE GIANNINI RANCH 401(K) PLAN, MIKE GIANNINI RANCH

MIKE GIANNINI RANCHEIN 94-2461533Plan #002PY 2015

P.O. BOX 69 - HICKMAN, CA 95323209-874-5088

Other plans on this EIN

1 filing

#001Retirement-$3.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$237K

No prior year

Total participants

No prior year

Average account balance

$79,124

No prior year

Annual return

0.42%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$625K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+6.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$195473

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 codes2E2J3D

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.
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.

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

$79,124

$106,115-25.4%

$85,969-8.0%

$125,389-36.9%

Participation rate

100.0%

84.1%+15.9pp

76.5%+23.5pp

83.2%+16.8pp

Annual return

0.42%

13.93%-13.5pp

9.32%-8.9pp

282.24%-281.8pp

Employer contribution / active EE

$29,000

$4,537+539.2%

$3,474+734.7%

$4,866+496.0%

Participant deferral / active EE

$22,000

$4,859+352.7%

$3,829+474.5%

$5,352+311.1%

Admin fee / account holder

$8,144-100.0%

$6,053-100.0%

$9,541-100.0%

MIKE GIANNINI RANCH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MIKE GIANNINI RANCH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion