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 (2021) 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 2021

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$279K

+33.3% from 2020

Total participants

-9.1% from 2020

Average account balance

$27,872

+46.6% from 2020

Annual return

18.49%

-6.06 pp from 2020

Benchmarks

See 15,329 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,329 peers

Snapshot2021

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$409 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.468%

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

$27,872

$114,093-75.6%

$96,171-71.0%

$167,536-83.4%

Participation rate

100.0%

75.1%+24.9pp

68.4%+31.6pp

82.1%+17.9pp

Annual return

18.49%

190.00%-171.5pp

192.04%-173.6pp

478.82%-460.3pp

Employer contribution / active EE

$1,064

$3,429-69.0%

$2,799-62.0%

$4,839-78.0%

Participant deferral / active EE

$2,416

$5,197-53.5%

$4,350-44.5%

$6,342-61.9%

Admin fee / account holder

$409

$6,899-94.1%

$5,538-92.6%

$12,315-96.7%

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