Retirement plan

BBDB MANAGEMENT RETIREMENT PLAN

Name: BBDB MANAGEMENT, INC. - BBDB MANAGEMENT RETIREMENT PLAN (2018) Form 5500
Creator: BBDB MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BBDB MANAGEMENT RETIREMENT PLAN, BBDB MANAGEMENT, INC.

BBDB MANAGEMENT, INC.EIN 47-2290886Plan #001PY 2018

120 BRANCH DR - BEAVER FALLS, PA 15010724-581-4910LinkedIn1-10 employeesbanking

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$347K

+2.6% from 2017

Total participants

0.0% from 2017

Average account balance

$173,395

+2.6% from 2017

Annual return

0.06%

-4.11 pp from 2017

Benchmarks

See 935 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort935 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$411K

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+2.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$173,395

$149,333+16.1%

$106,387+63.0%

$135,380+28.1%

Participation rate

100.0%

81.5%+18.5pp

77.5%+22.5pp

82.6%+17.4pp

Annual return

0.06%

0.52%-0.5pp

0.25%-0.2pp

519.81%-519.7pp

Employer contribution / active EE

$1,920

$4,984-61.5%

$3,520-45.5%

$4,779-59.8%

Participant deferral / active EE

$2,400

$7,230-66.8%

$5,421-55.7%

$5,609-57.2%

Admin fee / account holder

$15,952-100.0%

$7,510-100.0%

$10,828-100.0%

BBDB MANAGEMENT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BBDB MANAGEMENT RETIREMENT 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