Retirement plan

ABBOTTS CORNERS CEMETERY ASSOCIATION, INC. 401(K) RETIREMENT PLAN

Name: ABBOTTS CORNERS CEMETERY ASSOCIATION, INC. - ABBOTTS CORNERS CEMETERY ASSOCIATION, INC. 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: ABBOTTS CORNERS CEMETERY ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABBOTTS CORNERS CEMETERY ASSOCIATION, INC. 401(K) RETIREMENT PLAN, ABBOTTS CORNERS CEMETERY ASSOCIATION, INC.

ABBOTTS CORNERS CEMETERY ASSOCIATION, INC.EIN 16-0748322Plan #001PY 2019

5223 ABBOTT ROAD - HAMBURG, NY 14075716-646-5162

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$220K

+25.2% from 2018

Total participants

0.0% from 2018

Average account balance

$44,045

+25.2% from 2018

Annual return

18.45%

+23.34 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$328K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

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

+11.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3571

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 codes2E2F2G2J3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$753

$251 / participant

Other / not subdivided$753100.0%

% of EOY assets

0.342%

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

$44,045

$103,008-57.2%

$90,304-51.2%

$152,897-71.2%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

18.45%

95.22%-76.8pp

78.13%-59.7pp

345.43%-327.0pp

Employer contribution / active EE

$226

$3,139-92.8%

$2,855-92.1%

$4,764-95.3%

Participant deferral / active EE

$3,737

$4,281-12.7%

$3,885-3.8%

$5,851-36.1%

Admin fee / account holder

$151

$6,175-97.6%

$5,354-97.2%

$11,599-98.7%

ABBOTTS CORNERS CEMETERY ASSOCIATION, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABBOTTS CORNERS CEMETERY ASSOCIATION, INC. 401(K) RETIREMENT 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