Retirement plan

FOX FUNERAL HOME, INC. 401K SAFE HARBOR PLAN

Name: FOX FUNERAL HOME, INC. - FOX FUNERAL HOME, INC. 401K SAFE HARBOR PLAN (2017) Form 5500
Creator: FOX FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOX FUNERAL HOME, INC. 401K SAFE HARBOR PLAN, FOX FUNERAL HOME, INC.

FOX FUNERAL HOME, INC.EIN 47-0498652Plan #002PY 2017

1116 NORTH 19TH - BEATRICE, NE 68310402-223-4096foxfuneralhomeinc.comLinkedIn11-50 employeesconsumer services

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+20.4% from 2016

Total participants

0.0% from 2016

Average account balance

$332,673

+20.4% from 2016

Annual return

16.47%

+6.60 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$413K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$99

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 codes2E3D2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$332,673

$99,011+236.0%

$86,582+284.2%

$147,586+125.4%

Participation rate

75.0%

76.3%-1.3pp

73.5%+1.5pp

82.8%-7.8pp

Annual return

16.47%

1312.75%-1296.3pp

965.08%-948.6pp

578.59%-562.1pp

Employer contribution / active EE

$1,819

$3,132-41.9%

$2,839-35.9%

$4,876-62.7%

Participant deferral / active EE

$9,000

$3,972+126.6%

$3,609+149.4%

$5,439+65.5%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

FOX FUNERAL HOME, INC. 401K SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FOX FUNERAL HOME, INC. 401K SAFE HARBOR 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