Retirement plan

BOYKO BURIAL & CREMATION CO., INC. 401(K) PLAN AND TRUST

Name: BOYKO BURIAL & CREMATION CO., INC. - BOYKO BURIAL & CREMATION CO., INC. 401(K) PLAN AND TRUST (2024) Form 5500
Creator: BOYKO BURIAL & CREMATION CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOYKO BURIAL & CREMATION CO., INC. 401(K) PLAN AND TRUST, BOYKO BURIAL & CREMATION CO., INC.

BOYKO BURIAL & CREMATION CO., INC.EIN 46-1921263Plan #001PY 2024

757 EAST MAIN STREET - VENTURA, CA 93001805-643-8623

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$558K

+39.8% from 2023

Total participants

+28.6% from 2023

Average account balance

$62,049

+8.8% from 2023

Annual return

25.69%

-2.24 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$558K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+25.69%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$62,049

$88,815-30.1%

$81,882-24.2%

$145,897-57.5%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

25.69%

1033.75%-1008.1pp

779.47%-753.8pp

552.29%-526.6pp

Employer contribution / active EE

$4,188

$3,086+35.7%

$2,916+43.6%

$4,663-10.2%

Participant deferral / active EE

$2,875

$4,647-38.1%

$4,323-33.5%

$6,689-57.0%

Admin fee / account holder

$8,434-100.0%

$7,360-100.0%

$13,390-100.0%

BOYKO BURIAL & CREMATION CO., INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BOYKO BURIAL & CREMATION CO., INC. 401(K) PLAN AND TRUST

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