Retirement plan

BROADWAY MOTOR CAR 401(K) PLAN

Name: BROADWAY GARAGE OF COLUMBIA COUNTY, INC. - BROADWAY MOTOR CAR 401(K) PLAN (2024) Form 5500
Creator: BROADWAY GARAGE OF COLUMBIA COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROADWAY MOTOR CAR 401(K) PLAN, BROADWAY GARAGE OF COLUMBIA COUNTY, INC.

BROADWAY GARAGE OF COLUMBIA COUNTY, INC.EIN 14-1737376Plan #001PY 2024

469 FAIRVIEW AVENUE - HUDSON, NY 12534518-828-0100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+21.2% from 2023

Total participants

0.0% from 2023

Average account balance

$188,650

+21.2% from 2023

Annual return

11.74%

-1.20 pp from 2023

Benchmarks

See 22,347 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,347 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.13M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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

$89K

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

+11.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$104

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 codes2E2G2J3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$621

$104 / participant

Other / not subdivided$621100.0%

% of EOY assets

0.055%

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

$188,650

$111,787+68.8%

$93,681+101.4%

$145,978+29.2%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

11.74%

203.52%-191.8pp

133.47%-121.7pp

550.52%-538.8pp

Employer contribution / active EE

$4,601

$3,093+48.7%

$2,422+90.0%

$4,662-1.3%

Participant deferral / active EE

$10,236

$4,918+108.1%

$4,415+131.8%

$6,690+53.0%

Admin fee / account holder

$104

$10,256-99.0%

$8,290-98.8%

$13,400-99.2%

BROADWAY MOTOR CAR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROADWAY MOTOR CAR 401(K) 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