Retirement plan

BLACK BASHOR & PORSCH PROFIT SHARING PLAN AND TRUS

Name: BLACK BASHOR & PORSCH LLP - BLACK BASHOR & PORSCH PROFIT SHARING PLAN AND TRUS (2025) Form 5500
Creator: BLACK BASHOR & PORSCH LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLACK BASHOR & PORSCH PROFIT SHARING PLAN AND TRUS, BLACK BASHOR & PORSCH LLP

BLACK BASHOR & PORSCH LLPEIN 25-1304135Plan #001PY 2025

270 EAST CONNELLY BOULEVARD - SHARON, PA 16146724-981-7510bbpcpa.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.6M

+24.6% from 2024

Total participants

+21.4% from 2024

Average account balance

$385,910

+2.6% from 2024

Annual return

19.20%

+4.68 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.56M

Not enough data

1 years with asset history on file

Average account balance

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

$386K

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

$289K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+19.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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 codes2E2G2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$2K

$161 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.037%

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

$385,910

$156,398+146.7%

$147,318+162.0%

$138,895+177.8%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

79.9%+20.1pp

Annual return

19.20%

78.75%-59.6pp

70.43%-51.2pp

145.39%-126.2pp

Employer contribution / active EE

$10,403

$4,853+114.4%

$4,593+126.5%

$4,194+148.0%

Participant deferral / active EE

$8,856

$8,237+7.5%

$7,906+12.0%

$6,396+38.5%

Admin fee / account holder

$142

$14,976-99.1%

$13,708-99.0%

$12,562-98.9%

BLACK BASHOR & PORSCH PROFIT SHARING PLAN AND TRUS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLACK BASHOR & PORSCH PROFIT SHARING PLAN AND TRUS

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