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 (2024) 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 2024

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$452K

+27.7% from 2023

Total participants

+16.7% from 2023

Average account balance

$32,312

+9.5% from 2023

Annual return

15.75%

-6.22 pp from 2023

Benchmarks

See 19,410 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,410 peers

Snapshot2024

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

$3K

$221 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.634%

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

$32,312

$100,073-67.7%

$85,126-62.0%

$145,877-77.8%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

15.75%

84.11%-68.4pp

66.63%-50.9pp

551.28%-535.5pp

Employer contribution / active EE

$1,288

$3,236-60.2%

$2,731-52.9%

$4,663-72.4%

Participant deferral / active EE

$2,177

$5,294-58.9%

$4,523-51.9%

$6,691-67.5%

Admin fee / account holder

$205

$7,261-97.2%

$6,160-96.7%

$13,402-98.5%

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