Retirement plan

KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401(K) SAVINGS PLAN

Name: KEVIN W. DOUGHERTY FUNERAL HOME, INC. - KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401(K) SAVINGS PLAN (2020) Form 5500
Creator: KEVIN W. DOUGHERTY FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401(K) SAVINGS PLAN, KEVIN W. DOUGHERTY FUNERAL HOME, INC.

KEVIN W. DOUGHERTY FUNERAL HOME, INC.EIN 16-1395366Plan #001PY 2020

P.O. BOX 59, 21 BIG TREE STREET - LIVONIA, NY 14487585-346-5401LinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$283K

+50.9% from 2019

Total participants

0.0% from 2019

Average account balance

$47,172

+25.8% from 2019

Annual return

20.27%

-12.72 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$613K

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

58.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1635

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 codes2E2F2G2J3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$278

$35 / participant

Other / not subdivided$278100.0%

% of EOY assets

0.098%

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

$47,172

$100,938-53.3%

$90,461-47.9%

$158,982-70.3%

Participation rate

75.0%

75.0%0pp

72.7%+2.3pp

82.0%-7.0pp

Annual return

20.27%

1727.20%-1706.9pp

1294.76%-1274.5pp

302.99%-282.7pp

Employer contribution / active EE

$1,219

$3,691-67.0%

$3,264-62.7%

$4,763-74.4%

Participant deferral / active EE

$5,964

$4,350+37.1%

$3,964+50.4%

$5,983-0.3%

Admin fee / account holder

$46

$6,510-99.3%

$5,617-99.2%

$11,252-99.6%

KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401(K) SAVINGS 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