Retirement plan

BLACK SHEEP, INC. 401(K) PROFIT SHARING PLAN

Name: BLACK SHEEP, INC. - BLACK SHEEP, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BLACK SHEEP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLACK SHEEP, INC. 401(K) PROFIT SHARING PLAN, BLACK SHEEP, INC.

BLACK SHEEP, INC.EIN 26-0095097Plan #001PY 2025

3314 HIGHVIEW RD. - CHARLOTTE, NC 28210704-491-4444

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$831K

+32.2% from 2024

Total participants

+14.3% from 2024

Average account balance

$51,907

+15.7% from 2024

Annual return

22.95%

-1.53 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$831K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

228.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+22.95%

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

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

$51,907

$178,174-70.9%

$156,181-66.8%

$137,256-62.2%

Participation rate

100.0%

82.0%+18.0pp

78.8%+21.2pp

80.0%+20.0pp

Annual return

22.95%

84.19%-61.2pp

64.87%-41.9pp

220.34%-197.4pp

Employer contribution / active EE

$1,538

$4,972-69.1%

$4,294-64.2%

$4,156-63.0%

Participant deferral / active EE

$6,771

$6,888-1.7%

$6,132+10.4%

$6,407+5.7%

Admin fee / account holder

$17,404-100.0%

$14,586-100.0%

$12,270-100.0%

BLACK SHEEP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BLACK SHEEP, INC. 401(K) 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