Retirement plan

BEEKEEPER USA, INC. 401(K) PLAN

Name: BEEKEEPER USA, INC. 401(K) PLAN - BEEKEEPER USA, INC. 401(K) PLAN (2023) Form 5500
Creator: BEEKEEPER USA, INC. 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEEKEEPER USA, INC. 401(K) PLAN, BEEKEEPER USA, INC. 401(K) PLAN

BEEKEEPER USA, INC. 401(K) PLANEIN 32-0474474Plan #003PY 2023

80 GRAND AVENUE, SUITE 400 - OAKLAND, CA 94612844-423-3533

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+141.8% from 2022

Total participants

+25.0% from 2022

Average account balance

$30,899

+85.3% from 2022

Annual return

62.57%

+62.57 pp from 2022

Benchmarks

See 28,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,703 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.38M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

128.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$763K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1861

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.

Expense breakdown

Schedule H Part II

Admin total

$11K

$203 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.470%

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

$30,899

$93,617-67.0%

$135,982-77.3%

$75,177-58.9%

Participation rate

94.5%

75.2%+19.3pp

81.9%+12.6pp

67.2%+27.3pp

Annual return

62.57%

30.89%+31.7pp

68.32%-5.8pp

160.75%-98.2pp

Employer contribution / active EE

$4,394

$3,538+24.2%

$4,859-9.6%

$2,671+64.5%

Participant deferral / active EE

$9,971

$6,406+55.6%

$7,760+28.5%

$4,126+141.6%

Admin fee / account holder

$145

$6,980-97.9%

$10,767-98.7%

$5,651-97.4%

BEEKEEPER USA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEEKEEPER USA, INC. 401(K) 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