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 (2023) 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 2023

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$354K

+36.3% from 2022

Total participants

+9.1% from 2022

Average account balance

$29,519

+24.9% from 2022

Annual return

21.96%

+41.24 pp from 2022

Benchmarks

See 18,480 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,480 peers

Snapshot2023

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

$2K

$222 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.689%

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

$29,519

$96,388-69.4%

$80,627-63.4%

$139,466-78.8%

Participation rate

100.0%

73.6%+26.4pp

67.0%+33.0pp

80.3%+19.7pp

Annual return

21.96%

1352.08%-1330.1pp

936.76%-914.8pp

373.66%-351.7pp

Employer contribution / active EE

$1,301

$3,260-60.1%

$2,723-52.2%

$4,754-72.6%

Participant deferral / active EE

$2,280

$5,224-56.4%

$4,443-48.7%

$6,712-66.0%

Admin fee / account holder

$203

$6,603-96.9%

$5,381-96.2%

$11,409-98.2%

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