Retirement plan

SHANNON FUNERAL SERVICE INC PROFIT SHARING PLAN

Name: JOHN SHANNON - SHANNON FUNERAL SERVICE INC PROFIT SHARING PLAN (2015) Form 5500
Creator: JOHN SHANNON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHANNON FUNERAL SERVICE INC PROFIT SHARING PLAN, JOHN SHANNON

JOHN SHANNONEIN 61-0336790Plan #002PY 2015

PO BOX 548 - SHELBYVILLE, KY 40066502-633-1266LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$571K

No prior year

Total participants

No prior year

Average account balance

$81,592

No prior year

Annual return

0.89%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.18M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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

$55K

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

+13.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$527

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 codes2E2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

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

$81,592

$84,685-3.7%

$73,836+10.5%

$125,389-34.9%

Participation rate

83.3%

76.8%+6.6pp

73.4%+9.9pp

83.2%+0.1pp

Annual return

0.89%

3123.80%-3122.9pp

2268.06%-2267.2pp

282.24%-281.4pp

Employer contribution / active EE

$2,525

$3,123-19.2%

$2,787-9.4%

$4,866-48.1%

Participant deferral / active EE

$3,993-100.0%

$3,583-100.0%

$5,352-100.0%

Admin fee / account holder

$5,694-100.0%

$4,882-100.0%

$9,541-100.0%

SHANNON FUNERAL SERVICE INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SHANNON FUNERAL SERVICE INC 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