Retirement plan

B-UNLIMITED, INC. 401(K) PROFIT SHARING PLAN

Name: B-UNLIMITED, INC. - B-UNLIMITED, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: B-UNLIMITED, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B-UNLIMITED, INC. 401(K) PROFIT SHARING PLAN, B-UNLIMITED, INC.

B-UNLIMITED, INC.EIN 20-5297867Plan #001PY 2019

2291 S. SCHOOL AVENUE - FAYETTEVILLE, AR 727010000479-582-1515b-unlimited.comLinkedIn51-200 employeesapparel & fashion

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$639K

No prior year

Total participants

No prior year

Average account balance

$11,416

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 5,807 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,807 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

49.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5466

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$19 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.182%

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

$11,416

$76,371-85.1%

$93,621-87.8%

$72,975-84.4%

Participation rate

80.0%

71.8%+8.2pp

75.8%+4.2pp

69.5%+10.5pp

Annual return

0.00%

25.82%-25.8pp

32.76%-32.8pp

81.01%-81.0pp

Employer contribution / active EE

$1,504

$2,276-33.9%

$2,719-44.7%

$2,440-38.3%

Participant deferral / active EE

$2,659

$3,538-24.8%

$4,070-34.7%

$3,608-26.3%

Admin fee / account holder

$21

$6,839-99.7%

$7,890-99.7%

$5,124-99.6%

B-UNLIMITED, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

B-UNLIMITED, INC. 401(K) PROFIT SHARING 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