Retirement plan

BALKE BROWN TRANSWESTERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: BALKE BROWN TRANSWESTERN, INC. - BALKE BROWN TRANSWESTERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2021) Form 5500
Creator: BALKE BROWN TRANSWESTERN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BALKE BROWN TRANSWESTERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN, BALKE BROWN TRANSWESTERN, INC.

BALKE BROWN TRANSWESTERN, INC.EIN 43-1176330Plan #002PY 2021

13075 MANCHESTER ROAD, SUITE 250 - ST LOUIS, MO 63131314-621-1414balkebrown.comLinkedIn51-200 employeescommercial real estate

Other plans on this EIN

1 filing

#001Retirement-$4.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$6M

+8.1% from 2020

Total participants

138

0.0% from 2020

Average account balance

$43,935

+7.3% from 2020

Annual return

-1.26%

+19.81 pp from 2020

Benchmarks

See 3,755 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,755 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.32M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

230

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.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$176K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+19.28%

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

1 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 codes2I2P2Q3F3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: UHP LLP
Auditor EIN: 200694403
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,935

$79,449-44.7%

$189,575-76.8%

$85,847-48.8%

Participation rate

97.9%

66.0%+32.0pp

78.4%+19.5pp

69.3%+28.6pp

Annual return

-1.26%

18.45%-19.7pp

64.19%-65.5pp

318.61%-319.9pp

Employer contribution / active EE

$5,952

$2,081+186.0%

$4,412+34.9%

$2,565+132.0%

Participant deferral / active EE

$4,051-100.0%

$6,174-100.0%

$3,952-100.0%

Admin fee / account holder

$5,377-100.0%

$9,806-100.0%

$6,261-100.0%

BALKE BROWN TRANSWESTERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BALKE BROWN TRANSWESTERN, INC. EMPLOYEE STOCK OWNERSHIP 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