Retirement plan

BONE CRUSHER INC 401K PLAN DR. KELLY'S SURGICAL UNIT

Name: BONE CRUSHER INC - BONE CRUSHER INC 401K PLAN DR. KELLY'S SURGICAL UNIT (2023) Form 5500
Creator: BONE CRUSHER INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BONE CRUSHER INC 401K PLAN DR. KELLY'S SURGICAL UNIT, BONE CRUSHER INC

BONE CRUSHER INCdba DR. KELLY'S SURGICAL UNITEIN 26-3671069Plan #001PY 2023

6001 E OSBORN RD - PHOENIX, AZ 85018480-540-3424

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.5M

+59.6% from 2021

Total participants

+100.0% from 2021

Average account balance

-100.0% from 2021

Annual return

63.05%

-1219.47 pp from 2021

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$299K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+7.04%

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 codes2E2J2C2G2R2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$271 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.405%

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

$148,629-100.0%

$135,982-100.0%

$139,487-100.0%

Participation rate

0.0%

83.9%-83.9pp

81.9%-81.9pp

80.3%-80.3pp

Annual return

63.05%

79.33%-16.3pp

68.32%-5.3pp

373.84%-310.8pp

Employer contribution / active EE

$2,300

$5,247-56.2%

$4,859-52.7%

$4,755-51.6%

Participant deferral / active EE

$6,294

$8,102-22.3%

$7,760-18.9%

$6,713-6.2%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,407-100.0%

BONE CRUSHER INC 401K PLAN DR. KELLY'S SURGICAL UNIT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BONE CRUSHER INC 401K PLAN DR. KELLY'S SURGICAL UNIT

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