Retirement plan

BOGGS WATER & SEWAGE, INC 401K PROFIT PLAN

Name: BOGGS WATER & SEWAGE, INC. - BOGGS WATER & SEWAGE, INC 401K PROFIT PLAN (2020) Form 5500
Creator: BOGGS WATER & SEWAGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOGGS WATER & SEWAGE, INC 401K PROFIT PLAN, BOGGS WATER & SEWAGE, INC.

BOGGS WATER & SEWAGE, INC.EIN 54-0606514Plan #001PY 2020

P.O. BOX 333 - MELFA, VA 23410757-787-4000LinkedIn11-50 employeesutilities

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$328K

+17.7% from 2019

Total participants

-16.7% from 2019

Average account balance

$32,824

+17.7% from 2019

Annual return

16.18%

+0.80 pp from 2019

Benchmarks

See 1,417 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,417 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$500K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

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

+10.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$213

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

$875

$292 / participant

Other / not subdivided$875100.0%

% of EOY assets

0.267%

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

$32,824

$111,301-70.5%

$112,977-70.9%

$158,966-79.4%

Participation rate

100.0%

83.5%+16.5pp

82.6%+17.4pp

82.0%+18.0pp

Annual return

16.18%

26.40%-10.2pp

24.24%-8.1pp

302.95%-286.8pp

Employer contribution / active EE

$4,471-100.0%

$4,255-100.0%

$4,762-100.0%

Participant deferral / active EE

$2,217

$5,880-62.3%

$5,836-62.0%

$5,983-62.9%

Admin fee / account holder

$88

$8,392-99.0%

$6,294-98.6%

$11,250-99.2%

BOGGS WATER & SEWAGE, INC 401K PROFIT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOGGS WATER & SEWAGE, INC 401K PROFIT PLAN

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