Retirement plan

BEDFORD WOODS DEVELOPMENT, LLC PROFIT SHARING PENSION PLAN

Name: BEDFORD WOODS DEVELOPMENT, LLC - BEDFORD WOODS DEVELOPMENT, LLC PROFIT SHARING PENSION PLAN (2022) 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 2022

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

Other plans on this EIN

1 filing

#001Retirement-$3.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$655K

+11.3% from 2021

Total participants

0.0% from 2021

Average account balance

$163,696

+11.3% from 2021

Annual return

-10.50%

-19.51 pp from 2021

Benchmarks

See 48,271 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,271 peers

Snapshot2022

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

$163,696

$133,998+22.2%

$112,263+45.8%

$134,545+21.7%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

-10.50%

47.17%-57.7pp

27.49%-38.0pp

418.37%-428.9pp

Employer contribution / active EE

$15,694

$4,040+288.5%

$3,636+331.6%

$4,742+231.0%

Participant deferral / active EE

$27,000

$5,292+410.2%

$4,729+470.9%

$6,401+321.8%

Admin fee / account holder

$7,493-100.0%

$6,410-100.0%

$11,431-100.0%

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