Retirement plan

BK TILE & STONE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: BK TILE & STONE, INC. - BK TILE & STONE, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: BK TILE & STONE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BK TILE & STONE, INC. 401(K) PROFIT SHARING PLAN AND TRUST, BK TILE & STONE, INC.

BK TILE & STONE, INC.EIN 27-2513673Plan #001PY 2020

215 BLACK MEADOW ROAD - CHESTER, NY 10918845-210-3535bktile-stone.comLinkedIn51-200 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$264K

+165.2% from 2019

Total participants

+27.3% from 2019

Average account balance

$22,036

+98.9% from 2019

Annual return

22.49%

+22.49 pp from 2019

Benchmarks

See 42,037 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,037 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$853K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

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

+14.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$461

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$99 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.413%

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

$22,036

$115,810-81.0%

$101,271-78.2%

$158,966-86.1%

Participation rate

81.8%

79.4%+2.5pp

75.8%+6.0pp

82.0%-0.1pp

Annual return

22.49%

56.15%-33.7pp

46.48%-24.0pp

302.95%-280.5pp

Employer contribution / active EE

$3,254

$4,175-22.1%

$3,660-11.1%

$4,762-31.7%

Participant deferral / active EE

$9,683

$4,958+95.3%

$4,371+121.5%

$5,983+61.8%

Admin fee / account holder

$91

$7,248-98.7%

$5,948-98.5%

$11,250-99.2%

BK TILE & STONE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BK TILE & STONE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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