Retirement plan

BOONE'S BUTCHER SHOP 401(K) PLAN

Name: BOONE'S BUTCHER SHOP 401(K) PLAN - BOONE'S BUTCHER SHOP 401(K) PLAN (2025) Form 5500
Creator: BOONE'S BUTCHER SHOP 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOONE'S BUTCHER SHOP 401(K) PLAN, BOONE'S BUTCHER SHOP 401(K) PLAN

BOONE'S BUTCHER SHOP 401(K) PLANEIN 61-0667047Plan #001PY 2025

100 OLD BLOOMFIELD PIKE - BARDSTOWN, KY 400042000502-348-3668boonesbutchershop.comLinkedIn11-50 employeesretail

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.2M

+14.3% from 2024

Total participants

-3.7% from 2024

Average account balance

No prior year

Annual return

11.69%

+0.47 pp from 2024

Benchmarks

See 2,963 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,963 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.15M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.69%

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 codes2E2F2G2J2R3D

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$136K

$6801 / participant

Other / not subdivided$136K100.0%

% of EOY assets

4.313%

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

$106,974-100.0%

$90,796-100.0%

$138,895-100.0%

Participation rate

0.0%

74.9%-74.9pp

69.5%-69.5pp

79.9%-79.9pp

Annual return

11.69%

20.10%-8.4pp

19.29%-7.6pp

145.39%-133.7pp

Employer contribution / active EE

$2,579

$2,609-1.1%

$2,294+12.4%

$4,194-38.5%

Participant deferral / active EE

$6,317

$4,455+41.8%

$3,822+65.3%

$6,396-1.2%

Admin fee / account holder

$8,626-100.0%

$7,024-100.0%

$12,562-100.0%

BOONE'S BUTCHER SHOP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOONE'S BUTCHER SHOP 401(K) 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