Retirement plan

BUCKHEIT FUNERAL CHAPEL 401K RETIREMENT PLAN

Name: BUCKHEIT FUNERAL CHAPEL & CREMATORY INC - BUCKHEIT FUNERAL CHAPEL 401K RETIREMENT PLAN (2022) Form 5500
Creator: BUCKHEIT FUNERAL CHAPEL & CREMATORY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUCKHEIT FUNERAL CHAPEL 401K RETIREMENT PLAN, BUCKHEIT FUNERAL CHAPEL & CREMATORY INC

BUCKHEIT FUNERAL CHAPEL & CREMATORY INCEIN 45-3258474Plan #001PY 2022

637 SOUTH MAIN ST - MANSFIELD, PA 16933570-662-0235

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$495K

-13.4% from 2021

Total participants

+33.3% from 2021

Average account balance

$164,956

-42.2% from 2021

Annual return

-19.61%

-34.30 pp from 2021

Benchmarks

See 39,290 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,290 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$766K

Not enough data

1 years with asset history on file

Average account balance

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

$255K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.22%

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 codes2E2J2G3D

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.

Expense breakdown

Schedule H Part II

Admin total

$10

$3 / participant

Other / not subdivided$10100.0%

% of EOY assets

0.002%

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

$164,956

$92,743+77.9%

$82,744+99.4%

$134,532+22.6%

Participation rate

75.0%

75.2%-0.2pp

72.6%+2.4pp

81.2%-6.2pp

Annual return

-19.61%

946.63%-966.2pp

702.22%-721.8pp

418.27%-437.9pp

Employer contribution / active EE

$1,433

$3,273-56.2%

$3,008-52.4%

$4,741-69.8%

Participant deferral / active EE

$7,499

$4,802+56.2%

$4,395+70.6%

$6,401+17.2%

Admin fee / account holder

$5,977-99.9%

$5,325-99.9%

$11,429-100.0%

BUCKHEIT FUNERAL CHAPEL 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUCKHEIT FUNERAL CHAPEL 401K RETIREMENT 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