Retirement plan

AMITY CREEK LANDSCAPING OF DULUTH, INC. 401(K) PLAN

Name: AMITY CREEK LANDSCAPING OF DULUTH, INC. - AMITY CREEK LANDSCAPING OF DULUTH, INC. 401(K) PLAN (2022) Form 5500
Creator: AMITY CREEK LANDSCAPING OF DULUTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMITY CREEK LANDSCAPING OF DULUTH, INC. 401(K) PLAN, AMITY CREEK LANDSCAPING OF DULUTH, INC.

AMITY CREEK LANDSCAPING OF DULUTH, INC.EIN 46-2688932Plan #001PY 2022

P.O. BOX 3220 - DULUTH, MN 55803218-525-6766amitycreeklandscaping.comLinkedIn11-50 employeesenvironmental services

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$360K

-9.5% from 2021

Total participants

+20.0% from 2021

Average account balance

$36,032

-18.5% from 2021

Annual return

-13.19%

-23.72 pp from 2021

Benchmarks

See 6,310 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,310 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$545K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$486

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 codes2E2J2F2G3D2T

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$288

$36 / participant

Other / not subdivided$288100.0%

% of EOY assets

0.080%

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

$36,032

$129,959-72.3%

$104,301-65.5%

$134,532-73.2%

Participation rate

75.0%

79.5%-4.5pp

73.3%+1.7pp

81.2%-6.2pp

Annual return

-13.19%

42.04%-55.2pp

24.61%-37.8pp

418.27%-431.5pp

Employer contribution / active EE

$879

$4,185-79.0%

$3,373-73.9%

$4,741-81.5%

Participant deferral / active EE

$968

$5,589-82.7%

$4,626-79.1%

$6,401-84.9%

Admin fee / account holder

$29

$9,325-99.7%

$7,340-99.6%

$11,429-99.7%

AMITY CREEK LANDSCAPING OF DULUTH, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMITY CREEK LANDSCAPING OF DULUTH, INC. 401(K) 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