Retirement plan

STEPHEN P. MIZNER FUNERAL HOME & CREMATION SERVICES, INC., 401(K) PROFIT SHARING PLAN

Name: STEPHEN P. MIZNER FUNERAL HOME & CREMATION SERVICES, INC. - STEPHEN P. MIZNER FUNERAL HOME & CREMATION SERVICES, INC., 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: STEPHEN P. MIZNER FUNERAL HOME & CREMATION SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEPHEN P. MIZNER FUNERAL HOME & CREMATION SERVICES, INC., 401(K) PROFIT SHARING PLAN, STEPHEN P. MIZNER FUNERAL HOME & CREMATION SERVICES, INC.

STEPHEN P. MIZNER FUNERAL HOME & CREMATION SERVICES, INC.EIN 25-1487355Plan #003PY 2024

404 CHESTNUT STREET - MEADVILLE, PA 16335814-724-2345LinkedIn1-10 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$953K

+15.2% from 2023

Total participants

0.0% from 2023

Average account balance

$238,276

+15.2% from 2023

Annual return

8.36%

-6.41 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$44

$11 / participant

Other / not subdivided$44100.0%

% of EOY assets

0.005%

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

$238,276

$88,778+168.4%

$81,844+191.1%

$145,884+63.3%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

8.36%

1033.03%-1024.7pp

778.87%-770.5pp

551.85%-543.5pp

Employer contribution / active EE

$3,134

$3,087+1.5%

$2,916+7.5%

$4,662-32.8%

Participant deferral / active EE

$11,094

$4,648+138.7%

$4,323+156.6%

$6,690+65.8%

Admin fee / account holder

$11

$8,430-99.9%

$7,355-99.9%

$13,392-99.9%

STEPHEN P. MIZNER FUNERAL HOME & CREMATION SERVICES, INC., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEPHEN P. MIZNER FUNERAL HOME & CREMATION SERVICES, INC., 401(K) PROFIT SHARING 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