Retirement plan

DOLINSKY BROTHERS, INC PROFIT SHARING 401(K) PLAN

Name: DOLINSKY BROTHERS, INC. - DOLINSKY BROTHERS, INC PROFIT SHARING 401(K) PLAN (2023) Form 5500
Creator: DOLINSKY BROTHERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOLINSKY BROTHERS, INC PROFIT SHARING 401(K) PLAN, DOLINSKY BROTHERS, INC.

DOLINSKY BROTHERS, INC.EIN 23-2639883Plan #004PY 2023

1294 BUCK MOUNTAIN ROAD - WEATHERLY, PA 18255570-427-8013LinkedIn1-10 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+0.5% from 2022

Total participants

+130.0% from 2022

Average account balance

$48,637

-60.7% from 2022

Annual return

14.45%

+29.05 pp from 2022

Benchmarks

See 6,332 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,332 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.58M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

108.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+17.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$273

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 codes2E2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$231K

$10998 / participant

Other / not subdivided$231K100.0%

% of EOY assets

20.647%

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

$48,637

$141,004-65.5%

$112,273-56.7%

$139,466-65.1%

Participation rate

100.0%

79.2%+20.8pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

14.45%

32.75%-18.3pp

30.23%-15.8pp

373.66%-359.2pp

Employer contribution / active EE

$1,627

$4,285-62.0%

$3,431-52.6%

$4,754-65.8%

Participant deferral / active EE

$1,732

$5,878-70.5%

$4,800-63.9%

$6,712-74.2%

Admin fee / account holder

$10,042

$9,959+0.8%

$7,752+29.5%

$11,409-12.0%

DOLINSKY BROTHERS, INC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOLINSKY BROTHERS, INC PROFIT SHARING 401(K) 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