Retirement plan

SLADE ODONNELL FUNERAL HOME INC. PROFIT SHARING PLAN

Name: SLADE ODONNELL FUNERAL HOME INC. - SLADE ODONNELL FUNERAL HOME INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: SLADE ODONNELL FUNERAL HOME INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SLADE ODONNELL FUNERAL HOME INC. PROFIT SHARING PLAN, SLADE ODONNELL FUNERAL HOME INC.

SLADE ODONNELL FUNERAL HOME INC.EIN 42-1219340Plan #002PY 2016

103 NE MILL ST - LEON, IA 501441911641-446-6211sladefuneralhome.comLinkedIn1-10 employeesretail

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$791K

+12.5% from 2015

Total participants

0.0% from 2015

Average account balance

No prior year

Annual return

4.90%

+4.94 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$850K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

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

+9.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2O2H2K

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.

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

$105,623-100.0%

$87,502-100.0%

$273,972-100.0%

Participation rate

0.0%

78.2%-78.2pp

73.8%-73.8pp

83.0%-83.0pp

Annual return

4.90%

12.26%-7.4pp

12.21%-7.3pp

41.46%-36.6pp

Employer contribution / active EE

$26,615

$3,141+747.5%

$2,550+943.9%

$4,869+446.7%

Participant deferral / active EE

$3,601-100.0%

$3,149-100.0%

$5,287-100.0%

Admin fee / account holder

$4,781-100.0%

$4,221-100.0%

$10,133-100.0%

SLADE ODONNELL FUNERAL HOME INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SLADE ODONNELL FUNERAL HOME INC. 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