Retirement plan

PRIMETIME TREE AND LANDSCAPE SERVICES 401(K) PROFIT SHARING PLAN

Name: PRIMETIME TREE AND LANDSCAPE SERVICES - PRIMETIME TREE AND LANDSCAPE SERVICES 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: PRIMETIME TREE AND LANDSCAPE SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIMETIME TREE AND LANDSCAPE SERVICES 401(K) PROFIT SHARING PLAN, PRIMETIME TREE AND LANDSCAPE SERVICES

PRIMETIME TREE AND LANDSCAPE SERVICESEIN 47-4698200Plan #001PY 2024

3181 POTATO GARDEN RUN ROAD - IMPERIAL, PA 15126412-699-6768primetimetreeandlandscape.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$159K

+54.2% from 2023

Total participants

+60.0% from 2023

Average account balance

$15,882

+7.9% from 2023

Annual return

14.83%

+14.83 pp from 2023

Benchmarks

See 19,390 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,390 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$255K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+21.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$355

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$15,882

$100,139-84.1%

$85,187-81.4%

$145,884-89.1%

Participation rate

53.8%

74.1%-20.3pp

67.5%-13.7pp

80.3%-26.5pp

Annual return

14.83%

84.15%-69.3pp

66.67%-51.8pp

551.85%-537.0pp

Employer contribution / active EE

$1,069

$3,238-67.0%

$2,732-60.9%

$4,662-77.1%

Participant deferral / active EE

$2,049

$5,296-61.3%

$4,525-54.7%

$6,690-69.4%

Admin fee / account holder

$7,262-100.0%

$6,162-100.0%

$13,392-100.0%

PRIMETIME TREE AND LANDSCAPE SERVICES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PRIMETIME TREE AND LANDSCAPE SERVICES 401(K) PROFIT SHARING 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