Retirement plan

BIG SKY APPRAISAL SERVICES 401(K) PROFIT SHARING

Name: BIG SKY APPRAISAL SERVICES - BIG SKY APPRAISAL SERVICES 401(K) PROFIT SHARING (2024) Form 5500
Creator: BIG SKY APPRAISAL SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIG SKY APPRAISAL SERVICES 401(K) PROFIT SHARING, BIG SKY APPRAISAL SERVICES

BIG SKY APPRAISAL SERVICESEIN 20-3677449Plan #001PY 2024

PO BOX 1601 - BOZEMAN, MT 59711406-522-0183bigskyappraisalservices.comLinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+34.9% from 2023

Total participants

0.0% from 2023

Average account balance

$733,827

+34.9% from 2023

Annual return

26.64%

-32.15 pp from 2023

Benchmarks

See 20,123 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,123 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$734K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

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

+26.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$60

$30 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.004%

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

$733,827

$211,105+247.6%

$178,449+311.2%

$145,978+402.7%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

26.64%

30.19%-3.6pp

27.09%-0.4pp

550.52%-523.9pp

Employer contribution / active EE

$14,375

$4,569+214.6%

$3,951+263.9%

$4,662+208.4%

Participant deferral / active EE

$30,500

$6,959+338.3%

$6,277+385.9%

$6,690+355.9%

Admin fee / account holder

$30

$12,017-99.8%

$10,362-99.7%

$13,400-99.8%

BIG SKY APPRAISAL SERVICES 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIG SKY APPRAISAL SERVICES 401(K) PROFIT SHARING

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