Retirement plan

MCKEOWN-DUNN FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN

Name: MCKEOWN-DUNN FUNERAL HOME, INC. - MCKEOWN-DUNN FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN (2024) Form 5500
Creator: MCKEOWN-DUNN FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCKEOWN-DUNN FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN, MCKEOWN-DUNN FUNERAL HOME, INC.

MCKEOWN-DUNN FUNERAL HOME, INC.EIN 36-3319360Plan #002PY 2024

210 MADISON STREET, PO BOX 665 - OSWEGO, IL 605435115630-554-3888

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$924K

+24.1% from 2023

Total participants

-12.5% from 2023

Average account balance

$132,011

+41.8% from 2023

Annual return

19.65%

+15.17 pp from 2023

Benchmarks

See 50,218 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,218 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4144

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes3H2E3D2G2T

Plan features

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$25K

$3593 / participant

Other / not subdivided$25K100.0%

% of EOY assets

2.722%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$132,011

$88,751+48.7%

$81,812+61.4%

$145,922-9.5%

Participation rate

100.0%

75.0%+25.0pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

19.65%

1025.40%-1005.7pp

773.79%-754.1pp

561.29%-541.6pp

Employer contribution / active EE

$7,790

$3,083+152.6%

$2,912+167.5%

$4,660+67.2%

Participant deferral / active EE

$4,643-100.0%

$4,319-100.0%

$6,688-100.0%

Admin fee / account holder

$3,593

$8,415-57.3%

$7,386-51.4%

$13,397-73.2%

MCKEOWN-DUNN FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCKEOWN-DUNN FUNERAL HOME, INC., INTEGRATED 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