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 (2020) 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 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$260K

+18.0% from 2019

Total participants

+20.0% from 2019

Average account balance

$51,989

+18.0% from 2019

Annual return

11.77%

-6.69 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$373K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3369

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

$761

$190 / participant

Other / not subdivided$761100.0%

% of EOY assets

0.293%

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

$51,989

$100,895-48.5%

$90,430-42.5%

$158,950-67.3%

Participation rate

75.0%

75.0%0pp

72.7%+2.3pp

82.0%-7.0pp

Annual return

11.77%

1725.54%-1713.8pp

1293.73%-1282.0pp

302.91%-291.1pp

Employer contribution / active EE

$393

$3,689-89.3%

$3,262-87.9%

$4,762-91.7%

Participant deferral / active EE

$3,249

$4,347-25.3%

$3,963-18.0%

$5,983-45.7%

Admin fee / account holder

$152

$6,505-97.7%

$5,613-97.3%

$11,248-98.6%

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