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 (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$140K

+90.8% from 2018

Total participants

0.0% from 2018

Average account balance

$46,553

+90.8% from 2018

Annual return

38.78%

+49.06 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

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

$46,553

$103,038-54.8%

$90,324-48.5%

$152,909-69.6%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

38.78%

95.25%-56.5pp

78.15%-39.4pp

345.46%-306.7pp

Employer contribution / active EE

$6,367

$3,141+102.7%

$2,856+122.9%

$4,764+33.6%

Participant deferral / active EE

$6,333

$4,282+47.9%

$3,885+63.0%

$5,851+8.2%

Admin fee / account holder

$6,177-100.0%

$5,356-100.0%

$11,601-100.0%

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