Retirement plan

CVAA 401(K) PLAN

Name: CENTRAL VALLEY ALMOND ASSOCIATION, INC. - CVAA 401(K) PLAN (2020) Form 5500
Creator: CENTRAL VALLEY ALMOND ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CVAA 401(K) PLAN, CENTRAL VALLEY ALMOND ASSOCIATION, INC.

CENTRAL VALLEY ALMOND ASSOCIATION, INC.EIN 95-2697653Plan #001PY 2020

12655 GARZOLI AVE - MCFARLAND, CA 93250661-792-2171eventbrite.com/e/central-valley-medical-conference-tickets-542323473107LinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$988K

+7.8% from 2019

Total participants

+11.1% from 2019

Average account balance

$98,799

-3.0% from 2019

Annual return

-0.74%

-1.68 pp from 2019

Benchmarks

See 5,433 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,433 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+4.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18647

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$98,799

$149,741-34.0%

$118,914-16.9%

$158,982-37.9%

Participation rate

100.0%

82.1%+17.9pp

75.4%+24.6pp

82.0%+18.0pp

Annual return

-0.74%

19.94%-20.7pp

35.89%-36.6pp

302.99%-303.7pp

Employer contribution / active EE

$3,410

$4,119-17.2%

$3,264+4.5%

$4,763-28.4%

Participant deferral / active EE

$5,268

$5,226+0.8%

$4,266+23.5%

$5,983-12.0%

Admin fee / account holder

$8,607-100.0%

$6,582-100.0%

$11,252-100.0%

CVAA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CVAA 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