Retirement plan

WILSON FAMILY FUNERAL CHAPEL, INC. 401(K) PLAN

Name: WILSON FAMILY FUNERAL CHAPEL, INC. - WILSON FAMILY FUNERAL CHAPEL, INC. 401(K) PLAN (2023) Form 5500
Creator: WILSON FAMILY FUNERAL CHAPEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILSON FAMILY FUNERAL CHAPEL, INC. 401(K) PLAN, WILSON FAMILY FUNERAL CHAPEL, INC.

WILSON FAMILY FUNERAL CHAPEL, INC.EIN 20-2469855Plan #001PY 2023

1290 WINTON WAY - ATWATER, CA 95381209-358-7700wilsonfamilyfuneralservice.comLinkedIn1-10 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$443K

+21.4% from 2022

Total participants

+13.6% from 2022

Average account balance

$20,146

+21.4% from 2022

Annual return

13.70%

+27.57 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$565K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

171.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

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

+7.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3077

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$21K

$1585 / participant

Other / not subdivided$21K100.0%

% of EOY assets

4.649%

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

$20,146

$96,678-79.2%

$86,640-76.7%

$139,466-85.6%

Participation rate

76.9%

74.4%+2.5pp

71.7%+5.2pp

80.3%-3.4pp

Annual return

13.70%

106.69%-93.0pp

592.52%-578.8pp

373.66%-360.0pp

Employer contribution / active EE

$1,202

$3,265-63.2%

$3,024-60.3%

$4,754-74.7%

Participant deferral / active EE

$2,538

$4,837-47.5%

$4,438-42.8%

$6,712-62.2%

Admin fee / account holder

$937

$6,410-85.4%

$5,616-83.3%

$11,409-91.8%

WILSON FAMILY FUNERAL CHAPEL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILSON FAMILY FUNERAL CHAPEL, INC. 401(K) 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