Retirement plan

BEDFORD WOODS DEVELOPMENT, LLC PROFIT SHARING PENSION PLAN

Name: BEDFORD WOODS DEVELOPMENT, LLC - BEDFORD WOODS DEVELOPMENT, LLC PROFIT SHARING PENSION PLAN (2019) Form 5500
Creator: BEDFORD WOODS DEVELOPMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEDFORD WOODS DEVELOPMENT, LLC PROFIT SHARING PENSION PLAN, BEDFORD WOODS DEVELOPMENT, LLC

BEDFORD WOODS DEVELOPMENT, LLCEIN 46-4046033Plan #002PY 2019

204 ANDOVER ROAD - BILLERICA, MA 01821978-667-4312

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$278K

+165.1% from 2018

Total participants

+33.3% from 2018

Average account balance

$69,582

+98.8% from 2018

Annual return

51.91%

+51.91 pp from 2018

Benchmarks

See 40,726 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,726 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$268K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+10.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4083

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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.

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

$69,582

$107,368-35.2%

$92,915-25.1%

$152,909-54.5%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

51.91%

145.64%-93.7pp

109.45%-57.5pp

345.46%-293.6pp

Employer contribution / active EE

$10,957

$4,222+159.5%

$3,653+199.9%

$4,764+130.0%

Participant deferral / active EE

$18,750

$4,848+286.8%

$4,238+342.4%

$5,851+220.4%

Admin fee / account holder

$7,082-100.0%

$5,796-100.0%

$11,601-100.0%

BEDFORD WOODS DEVELOPMENT, LLC PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BEDFORD WOODS DEVELOPMENT, LLC PROFIT SHARING PENSION PLAN

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