Retirement plan

ARSULOWICZ BROTHERS MORTUARIES, INC. 401(K) PROFIT SHARING PLAN

Name: ARSULOWICZ BROTHERS MORTUARIES, INC. - ARSULOWICZ BROTHERS MORTUARIES, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: ARSULOWICZ BROTHERS MORTUARIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARSULOWICZ BROTHERS MORTUARIES, INC. 401(K) PROFIT SHARING PLAN, ARSULOWICZ BROTHERS MORTUARIES, INC.

ARSULOWICZ BROTHERS MORTUARIES, INC.EIN 38-2834987Plan #001PY 2022

585 STOCKING AVENUE, N.W. - GRAND RAPIDS, MI 49504616-458-1297LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$606K

-15.7% from 2021

Total participants

-11.1% from 2021

Average account balance

$86,539

-15.7% from 2021

Annual return

-19.63%

-48.25 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$338

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 codes2E2G2J3D

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.
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.

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

$86,539

$92,684-6.6%

$82,706+4.6%

$134,509-35.7%

Participation rate

87.5%

75.2%+12.3pp

72.6%+14.9pp

81.2%+6.3pp

Annual return

-19.63%

945.84%-965.5pp

701.76%-721.4pp

418.13%-437.8pp

Employer contribution / active EE

$1,648

$3,272-49.6%

$3,007-45.2%

$4,741-65.2%

Participant deferral / active EE

$1,853

$4,800-61.4%

$4,394-57.8%

$6,400-71.1%

Admin fee / account holder

$5,982-100.0%

$5,329-100.0%

$11,427-100.0%

ARSULOWICZ BROTHERS MORTUARIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARSULOWICZ BROTHERS MORTUARIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion