Retirement plan

JOHN C BOYLE III TREE SURGERY 401(K) PROFIT SHARING PLAN & TRUST

Name: JOHN C BOYLE III TREE SURGERY - JOHN C BOYLE III TREE SURGERY 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: JOHN C BOYLE III TREE SURGERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN C BOYLE III TREE SURGERY 401(K) PROFIT SHARING PLAN & TRUST, JOHN C BOYLE III TREE SURGERY

JOHN C BOYLE III TREE SURGERYEIN 27-4384064Plan #001PY 2024

322 MINUTE ARMS RD - UNION, NJ 070839126908-964-9358

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$306K

+23.2% from 2023

Total participants

0.0% from 2023

Average account balance

$102,111

+23.2% from 2023

Annual return

12.15%

-6.81 pp from 2023

Benchmarks

See 6,251 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,251 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$306K

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

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

+12.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$983

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 codes2E2F2G2J2T3D

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.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$1475 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.963%

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

$102,111

$150,435-32.1%

$120,580-15.3%

$145,897-30.0%

Participation rate

100.0%

78.8%+21.2pp

72.0%+28.0pp

80.3%+19.7pp

Annual return

12.15%

154.60%-142.5pp

107.48%-95.3pp

552.29%-540.1pp

Employer contribution / active EE

$2,192

$4,352-49.6%

$3,469-36.8%

$4,663-53.0%

Participant deferral / active EE

$11,500

$6,174+86.3%

$4,995+130.2%

$6,689+71.9%

Admin fee / account holder

$983

$12,182-91.9%

$9,418-89.6%

$13,390-92.7%

JOHN C BOYLE III TREE SURGERY 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN C BOYLE III TREE SURGERY 401(K) PROFIT SHARING PLAN & 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