Retirement plan

BARLIST, INC. 401(K) PLAN AND TRUST

Name: BARLIST, INC. - BARLIST, INC. 401(K) PLAN AND TRUST (2022) Form 5500
Creator: BARLIST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARLIST, INC. 401(K) PLAN AND TRUST, BARLIST, INC.

BARLIST, INC.EIN 20-2937155Plan #002PY 2022

1281 EAST 3RD STREET - POMONA, CA 91766909-469-1634

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.8M

-1.1% from 2021

Total participants

0.0% from 2021

Average account balance

$757,851

-1.1% from 2021

Annual return

-6.11%

-32.11 pp from 2021

Benchmarks

See 48,271 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,271 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.44M

Not enough data

1 years with asset history on file

Average account balance

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

$859K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+8.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$233660

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 codes2E2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$757,851

$133,998+465.6%

$112,263+575.1%

$134,545+463.3%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

-6.11%

47.17%-53.3pp

27.49%-33.6pp

418.37%-424.5pp

Employer contribution / active EE

$12,300

$4,040+204.4%

$3,636+238.3%

$4,742+159.4%

Participant deferral / active EE

$26,000

$5,292+391.3%

$4,729+449.8%

$6,401+306.2%

Admin fee / account holder

$7,493-100.0%

$6,410-100.0%

$11,431-100.0%

BARLIST, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BARLIST, INC. 401(K) 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