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 (2017) 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 2017

396 STATE RTE # 52, PO BOX 520 - WOODBOURNE, NY 127880520845-434-7363LinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$679K

+31.1% from 2016

Total participants

0.0% from 2016

Average account balance

$97,067

+31.1% from 2016

Annual return

13.84%

+6.05 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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 codes2J2E

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.

Expense breakdown

Schedule H Part II

Admin total

$31

$4 / participant

Other / not subdivided$31100.0%

% of EOY assets

0.005%

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

$97,067

$99,011-2.0%

$86,582+12.1%

$147,586-34.2%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

13.84%

1312.75%-1298.9pp

965.08%-951.2pp

578.59%-564.8pp

Employer contribution / active EE

$1,698

$3,132-45.8%

$2,839-40.2%

$4,876-65.2%

Participant deferral / active EE

$11,064

$3,972+178.5%

$3,609+206.6%

$5,439+103.4%

Admin fee / account holder

$5,709-99.9%

$4,904-99.9%

$10,886-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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

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