Retirement plan

PN FIRE & BURGLAR ALARM CO., INC. PROFIT SHARING PLAN AND TRUST

Name: PN FIRE & BURGLAR ALARM CO., INC. - PN FIRE & BURGLAR ALARM CO., INC. PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: PN FIRE & BURGLAR ALARM CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PN FIRE & BURGLAR ALARM CO., INC. PROFIT SHARING PLAN AND TRUST, PN FIRE & BURGLAR ALARM CO., INC.

PN FIRE & BURGLAR ALARM CO., INC.EIN 14-1538883Plan #002PY 2022

31 NORTH ST - MONTICELLO, NY 127011709845-794-6133pnalarm.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

-16.2% from 2021

Total participants

+3.6% from 2021

Average account balance

$77,710

-16.2% from 2021

Annual return

-16.03%

-30.36 pp from 2021

Benchmarks

See 17,020 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,020 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

63.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$142K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2111

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$156K

$6502 / participant

Other / not subdivided$156K100.0%

% of EOY assets

8.032%

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

$77,710

$93,124-16.6%

$77,100+0.8%

$134,545-42.2%

Participation rate

83.3%

74.5%+8.8pp

67.9%+15.4pp

81.2%+2.1pp

Annual return

-16.03%

62.68%-78.7pp

42.35%-58.4pp

418.37%-434.4pp

Employer contribution / active EE

$1,975

$3,421-42.3%

$2,815-29.9%

$4,742-58.4%

Participant deferral / active EE

$3,661

$5,242-30.2%

$4,430-17.3%

$6,401-42.8%

Admin fee / account holder

$6,242

$6,970-10.4%

$5,443+14.7%

$11,431-45.4%

PN FIRE & BURGLAR ALARM CO., INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PN FIRE & BURGLAR ALARM CO., INC. PROFIT SHARING PLAN AND TRUST

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