Retirement plan

SANSWEET DEARDEN AND BURKE LTD PROFIT SHARING PLAN

Name: SANSWEET DEARDEN AND BURKE LTD - SANSWEET DEARDEN AND BURKE LTD PROFIT SHARING PLAN (2022) Form 5500
Creator: SANSWEET DEARDEN AND BURKE LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SANSWEET DEARDEN AND BURKE LTD PROFIT SHARING PLAN, SANSWEET DEARDEN AND BURKE LTD

SANSWEET DEARDEN AND BURKE LTDEIN 23-2162807Plan #001PY 2022

992 OLD EAGLE SCHOOL RD STE 911 - WAYNE, PA 190871803610-687-8314sdbhealthlaw.comLinkedIn1-10 employeeslegal services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2M

-9.5% from 2021

Total participants

0.0% from 2021

Average account balance

$491,710

-9.5% from 2021

Annual return

-14.16%

-17.08 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.16M

Not enough data

1 years with asset history on file

Average account balance

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

$790K

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

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+16.50%

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$491,710

$138,102+256.0%

$125,381+292.2%

$134,532+265.5%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-14.16%

750.73%-764.9pp

572.31%-586.5pp

418.27%-432.4pp

Employer contribution / active EE

$5,681

$5,245+8.3%

$4,815+18.0%

$4,741+19.8%

Participant deferral / active EE

$19,500

$7,801+150.0%

$7,448+161.8%

$6,401+204.6%

Admin fee / account holder

$11,568-100.0%

$10,007-100.0%

$11,429-100.0%

SANSWEET DEARDEN AND BURKE LTD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SANSWEET DEARDEN AND BURKE LTD PROFIT SHARING PLAN

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