Profile
Bridgetown Natural Foods 401(K) Plan in Portland, OR is in Portland, OR, its EIN is 262845975, its industry group is Bakeries and Tortilla Manufacturing, its plan administrator is Gina Delahunt, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, has total assets of $1M to $10M, its business code is 311800, has 100 to 499 total participants, is better than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and diversity of asset types (4 total), is worse than the overall participant averages in each of average account balance, active-participant contributions per head, and employer contributions per active participant, and is higher than the overall administrative medians in each of contract administrator fees, investment advisory and management fees, and total administrative expense ratio.
Numeric values:
- total assets ($4,018,257)
- net assets (assets minus liabilities) ($4.00M)
- total assets at beginning of plan year ($3,732,628)
- value of interest in registered investment companies (e.g., mutual funds) ($3.40M)
- total contributions ($1,236,290)
- cash contributions from participants ($815,486)
- total income ($549,170)
- other general investments ($509,368)
- net income ($324,031)
- cash contributions from employers ($307,171)
- total expenses ($225,139)
- receivables - employer contributions ($85,996)
- total administrative expenses ($29,700)
- receivables - participant contributions ($27,395)
- contract administrator fees ($20,701)
- average account balance ($10,602)
- investment advisory and management fees ($8,999)
- total liabilities ($4,903)
- total noninterest-bearing cash ($2,863)
- average participant cash contribution per active participant ($2,357)
- average employer cash contribution per active participant ($887.80)
- net income per total participant ($855.00)
- total administrative expense per participant ($78.36)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- participant loans ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- corrective distributions ($0)
- professional fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- earnings on investments (-$687,120)
- net earnings on investments (-$696,119)
- percentage of active participants (91.3%)
- diversity of asset types (16.6%)
- total administrative expense ratio (0.740%)
- total cash as a percentage of plan assets (0.07%)
- participant loans as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- yield on beginning-of-plan-year total assets (-18.65%)
- active participants (346)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (379)
- other retired or separated participants entitled to future benefits (33)
- retired or separated participants receiving benefits (0)
- total participants (379)