Retirement plan

T.P. WHITE & SONS FUNERAL DIRECTORS, INC., PROFIT SHARING PLAN

Name: T.P. WHITE & SONS FUNERAL DIRECTORS, INC. - T.P. WHITE & SONS FUNERAL DIRECTORS, INC., PROFIT SHARING PLAN (2023) Form 5500
Creator: T.P. WHITE & SONS FUNERAL DIRECTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, T.P. WHITE & SONS FUNERAL DIRECTORS, INC., PROFIT SHARING PLAN, T.P. WHITE & SONS FUNERAL DIRECTORS, INC.

T.P. WHITE & SONS FUNERAL DIRECTORS, INC.EIN 31-0489360Plan #002PY 2023

2050 BEECHMONT AVENUE - CINCINNATI, OH 45230513-231-7150

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9M

+12.0% from 2022

Total participants

0.0% from 2022

Average account balance

$1,001,817

+12.0% from 2022

Annual return

11.08%

+22.83 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.73M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$186K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+15.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15539

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 codes3D2E2T

Plan features

2E
Profit-sharing
Profit-sharing 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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$110K

$12236 / participant

Other / not subdivided$110K100.0%

% of EOY assets

1.221%

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

$1,001,817

$96,691+936.1%

$86,656+1056.1%

$139,487+618.2%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

11.08%

106.87%-95.8pp

593.09%-582.0pp

373.84%-362.8pp

Employer contribution / active EE

$20,664

$3,267+532.5%

$3,025+583.0%

$4,755+334.6%

Participant deferral / active EE

$4,838-100.0%

$4,439-100.0%

$6,713-100.0%

Admin fee / account holder

$12,236

$6,414+90.8%

$5,619+117.8%

$11,407+7.3%

T.P. WHITE & SONS FUNERAL DIRECTORS, INC., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

T.P. WHITE & SONS FUNERAL DIRECTORS, INC., 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