Retirement plan

A BUCKLEY LANDSCAPING, INC. 401(K)PROFIT SHARING PLAN & TRUST

Name: A. BUCKLEY LANDSCAPING, INC. - A BUCKLEY LANDSCAPING, INC. 401(K)PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: A. BUCKLEY LANDSCAPING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A BUCKLEY LANDSCAPING, INC. 401(K)PROFIT SHARING PLAN & TRUST, A. BUCKLEY LANDSCAPING, INC.

A. BUCKLEY LANDSCAPING, INC.EIN 47-1679545Plan #001PY 2020

32 SARGENT CIRCLE - ATTLEBORO, MA 02703508-954-1612abuckleylandscaping.comLinkedIn1-10 employeesfacilities services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$209K

+44.4% from 2019

Total participants

0.0% from 2019

Average account balance

$19,014

+31.3% from 2019

Annual return

24.55%

-0.90 pp from 2019

Benchmarks

See 14,128 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,128 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$452K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$205

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.

Expense breakdown

Schedule H Part II

Admin total

$60

$5 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.029%

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

$19,014

$109,411-82.6%

$89,435-78.7%

$158,982-88.0%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

24.55%

345.68%-321.1pp

245.55%-221.0pp

302.99%-278.4pp

Employer contribution / active EE

$840

$3,173-73.5%

$2,587-67.5%

$4,763-82.4%

Participant deferral / active EE

$1,772

$4,600-61.5%

$3,890-54.5%

$5,983-70.4%

Admin fee / account holder

$6,159-99.9%

$4,884-99.9%

$11,252-100.0%

A BUCKLEY LANDSCAPING, INC. 401(K)PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A BUCKLEY LANDSCAPING, INC. 401(K)PROFIT SHARING PLAN & TRUST

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