Retirement plan

COLONIAL MEMORIAL CHAPEL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: COLONIAL MEMORIAL CHAPEL, INC. - COLONIAL MEMORIAL CHAPEL, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: COLONIAL MEMORIAL CHAPEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLONIAL MEMORIAL CHAPEL, INC. 401(K) PROFIT SHARING PLAN AND TRUST, COLONIAL MEMORIAL CHAPEL, INC.

COLONIAL MEMORIAL CHAPEL, INC.EIN 16-1528274Plan #001PY 2015

PO BOX 520 - WOODBOURNE, NY 127880520845-434-7363LinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$377K

No prior year

Total participants

No prior year

Average account balance

$62,784

No prior year

Annual return

2.39%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$818K

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1595

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

0 tripped

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

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

$62,784

$84,697-25.9%

$73,845-15.0%

$125,393-49.9%

Participation rate

71.4%

76.8%-5.3pp

73.4%-2.0pp

83.2%-11.8pp

Annual return

2.39%

3123.66%-3121.3pp

2267.91%-2265.5pp

282.23%-279.8pp

Employer contribution / active EE

$1,423

$3,123-54.4%

$2,788-48.9%

$4,866-70.7%

Participant deferral / active EE

$9,864

$3,993+147.1%

$3,583+175.3%

$5,351+84.3%

Admin fee / account holder

$5,692-100.0%

$4,881-100.0%

$9,541-100.0%

COLONIAL MEMORIAL CHAPEL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COLONIAL MEMORIAL CHAPEL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion