Retirement plan

SCHRIVER'S MEMORIAL MORTUARY, INC., 401(K) PROFIT SHARING PLAN

Name: SCHRIVER'S MEMORIAL MORTUARY, INC. - SCHRIVER'S MEMORIAL MORTUARY, INC., 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: SCHRIVER'S MEMORIAL MORTUARY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHRIVER'S MEMORIAL MORTUARY, INC., 401(K) PROFIT SHARING PLAN, SCHRIVER'S MEMORIAL MORTUARY, INC.

SCHRIVER'S MEMORIAL MORTUARY, INC.EIN 46-0401941Plan #001PY 2022

414 5TH AVENUE NW - ABERDEEN, SD 57401605-225-0691

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$35K

+123.1% from 2021

Total participants

0.0% from 2021

Average account balance

$17,383

+123.1% from 2021

Annual return

-16.43%

-16.43 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

$144K

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2F2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$229

$115 / participant

Other / not subdivided$229100.0%

% of EOY assets

0.659%

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

$17,383

$92,743-81.3%

$82,744-79.0%

$134,532-87.1%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-16.43%

946.63%-963.1pp

702.22%-718.6pp

418.27%-434.7pp

Employer contribution / active EE

$4,870

$3,273+48.8%

$3,008+61.9%

$4,741+2.7%

Participant deferral / active EE

$6,000

$4,802+25.0%

$4,395+36.5%

$6,401-6.3%

Admin fee / account holder

$115

$5,977-98.1%

$5,325-97.8%

$11,429-99.0%

SCHRIVER'S MEMORIAL MORTUARY, INC., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHRIVER'S MEMORIAL MORTUARY, INC., 401(K) 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