Retirement plan

ZAHRBOCK FUNERAL HOME, INC., PROFIT SHARING PLAN

Name: ZAHRBOCK FUNERAL HOME, INC. - ZAHRBOCK FUNERAL HOME, INC., PROFIT SHARING PLAN (2021) Form 5500
Creator: ZAHRBOCK FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZAHRBOCK FUNERAL HOME, INC., PROFIT SHARING PLAN, ZAHRBOCK FUNERAL HOME, INC.

ZAHRBOCK FUNERAL HOME, INC.EIN 41-1906464Plan #003PY 2021

PO BOX 191 - MADISON, MN 56256320-598-3339

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+11.1% from 2020

Total participants

0.0% from 2020

Average account balance

$451,596

+11.1% from 2020

Annual return

10.84%

-0.94 pp from 2020

Benchmarks

See 37,602 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,602 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$410K

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

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10461

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 codes2E2G3D2T

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.

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

$41K

$10329 / participant

Other / not subdivided$41K100.0%

% of EOY assets

2.287%

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

$451,596

$109,905+310.9%

$98,506+358.4%

$167,553+169.5%

Participation rate

100.0%

75.8%+24.2pp

73.3%+26.7pp

82.1%+17.9pp

Annual return

10.84%

1960.20%-1949.4pp

1494.92%-1484.1pp

478.89%-468.1pp

Employer contribution / active EE

$11,398

$3,226+253.3%

$2,961+284.9%

$4,840+135.5%

Participant deferral / active EE

$4,674-100.0%

$4,277-100.0%

$6,343-100.0%

Admin fee / account holder

$10,329

$6,760+52.8%

$5,955+73.5%

$12,316-16.1%

ZAHRBOCK FUNERAL HOME, INC., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZAHRBOCK FUNERAL HOME, 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