Retirement plan

MIZNER FUNERAL HOME, INC. 401(K) RETIREMENT PLAN

Name: MIZNER FUNERAL HOME, INC. - MIZNER FUNERAL HOME, INC. 401(K) RETIREMENT PLAN (2021) Form 5500
Creator: MIZNER FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIZNER FUNERAL HOME, INC. 401(K) RETIREMENT PLAN, MIZNER FUNERAL HOME, INC.

MIZNER FUNERAL HOME, INC.EIN 25-1487355Plan #003PY 2021

404 CHESTNUT STREET - MEADVILLE, PA 163351208814-724-2345LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$767K

+19.6% from 2020

Total participants

0.0% from 2020

Average account balance

$191,790

+19.6% from 2020

Annual return

12.90%

-6.20 pp from 2020

Benchmarks

See 37,602 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,602 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$275K

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

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+9.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$635

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

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

$191,790

$109,905+74.5%

$98,506+94.7%

$167,553+14.5%

Participation rate

100.0%

75.8%+24.2pp

73.3%+26.7pp

82.1%+17.9pp

Annual return

12.90%

1960.20%-1947.3pp

1494.92%-1482.0pp

478.89%-466.0pp

Employer contribution / active EE

$1,821

$3,226-43.5%

$2,961-38.5%

$4,840-62.4%

Participant deferral / active EE

$12,433

$4,674+166.0%

$4,277+190.7%

$6,343+96.0%

Admin fee / account holder

$6,760-100.0%

$5,955-100.0%

$12,316-100.0%

MIZNER FUNERAL HOME, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MIZNER FUNERAL HOME, INC. 401(K) RETIREMENT 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