Retirement plan

DORIN LANDSCAPING 401(K) PLAN

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

DORIN LANDSCAPING, INC.EIN 20-2609754Plan #001PY 2023

234 EAST BROAD STREET - BLACKSTONE, VA 23824434-676-1210dorinlandscaping.comLinkedIn11-50 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$60K

+363.6% from 2022

Total participants

-11.8% from 2022

Average account balance

$20,086

+363.6% from 2022

Annual return

75.53%

+75.53 pp from 2022

Benchmarks

See 18,470 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,470 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$217K

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

21.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

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

+23.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$60

$4 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.100%

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

$20,086

$96,419-79.2%

$80,648-75.1%

$139,487-85.6%

Participation rate

20.0%

73.6%-53.6pp

67.0%-47.0pp

80.3%-60.3pp

Annual return

75.53%

1352.86%-1277.3pp

937.21%-861.7pp

373.84%-298.3pp

Employer contribution / active EE

$666

$3,261-79.6%

$2,724-75.5%

$4,755-86.0%

Participant deferral / active EE

$1,830

$5,225-65.0%

$4,443-58.8%

$6,713-72.7%

Admin fee / account holder

$20

$6,605-99.7%

$5,382-99.6%

$11,407-99.8%

DORIN LANDSCAPING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DORIN LANDSCAPING 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