Retirement plan

REINBOLD-NOVAK FUNERAL HOME, INC. PROFIT SHARING TRUST

Name: REINBOLD-NOVAK FUNERAL HOME, INC. - REINBOLD-NOVAK FUNERAL HOME, INC. PROFIT SHARING TRUST (2017) Form 5500
Creator: REINBOLD-NOVAK FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REINBOLD-NOVAK FUNERAL HOME, INC. PROFIT SHARING TRUST, REINBOLD-NOVAK FUNERAL HOME, INC.

REINBOLD-NOVAK FUNERAL HOME, INC.EIN 20-8871465Plan #001PY 2017

1535 SOUTH 12TH STREET - SHEBOYGAN, WI 53081920-452-7711reinboldfh.comLinkedIn1-10 employeesconsumer services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$247K

+33.4% from 2016

Total participants

+25.0% from 2016

Average account balance

$49,451

+6.7% from 2016

Annual return

12.25%

+4.81 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.18M

Not enough data

1 years with asset history on file

Average account balance

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

$235K

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

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+15.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$374

$75 / participant

Other / not subdivided$374100.0%

% of EOY assets

0.151%

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

$49,451

$99,031-50.1%

$86,597-42.9%

$147,585-66.5%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

12.25%

1312.56%-1300.3pp

964.96%-952.7pp

578.57%-566.3pp

Employer contribution / active EE

$2,181

$3,132-30.4%

$2,840-23.2%

$4,876-55.3%

Participant deferral / active EE

$5,650

$3,972+42.2%

$3,609+56.6%

$5,439+3.9%

Admin fee / account holder

$75

$5,711-98.7%

$4,906-98.5%

$10,885-99.3%

REINBOLD-NOVAK FUNERAL HOME, INC. PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REINBOLD-NOVAK FUNERAL HOME, INC. PROFIT SHARING TRUST

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