Retirement plan

ELIZABETH L. BUFFINGTON 401(K) PROFIT SHARING PLAN

Name: ELIZABETH L. BUFFINGTON - ELIZABETH L. BUFFINGTON 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: ELIZABETH L. BUFFINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELIZABETH L. BUFFINGTON 401(K) PROFIT SHARING PLAN, ELIZABETH L. BUFFINGTON

ELIZABETH L. BUFFINGTONEIN 52-1556876Plan #002PY 2023

3300 OLNEY-SANDY SPRING ROAD - OLNEY, MD 20832301-774-5900

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$280K

+18.1% from 2022

Total participants

0.0% from 2022

Average account balance

$93,313

+18.1% from 2022

Annual return

17.20%

+37.02 pp from 2022

Benchmarks

See 19,270 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,270 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$233K

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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

$810

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$405

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

+10.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39409

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 codes2F2G2J3D

Plan features

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).
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$93,313

$202,463-53.9%

$169,397-44.9%

$139,487-33.1%

Participation rate

28.6%

81.1%-52.5pp

77.2%-48.6pp

80.3%-51.8pp

Annual return

17.20%

532.64%-515.4pp

406.23%-389.0pp

373.84%-356.6pp

Employer contribution / active EE

$4,694-100.0%

$4,013-100.0%

$4,755-100.0%

Participant deferral / active EE

$309

$6,941-95.6%

$6,223-95.0%

$6,713-95.4%

Admin fee / account holder

$10,726-100.0%

$9,017-100.0%

$11,407-100.0%

ELIZABETH L. BUFFINGTON 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ELIZABETH L. BUFFINGTON 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