Retirement plan

BOZEMAN CHEVRON 401(K) PLAN

Name: BOZEMAN CHEVRON SERVICE STATION, IN C. - BOZEMAN CHEVRON 401(K) PLAN (2022) Form 5500
Creator: BOZEMAN CHEVRON SERVICE STATION, IN C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOZEMAN CHEVRON 401(K) PLAN, BOZEMAN CHEVRON SERVICE STATION, IN C.

BOZEMAN CHEVRON SERVICE STATION, IN C.EIN 64-0695653Plan #002PY 2022

261 CALDWELL DRIVE - HAZELHURST, MS 39083601-894-4682

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$952K

-13.2% from 2021

Total participants

0.0% from 2021

Average account balance

$86,560

-13.2% from 2021

Annual return

-15.52%

-30.71 pp from 2021

Benchmarks

See 21,422 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,422 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1994

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 codes2E2F2G2J2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$37K

$4644 / participant

Other / not subdivided$37K100.0%

% of EOY assets

3.902%

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

$86,560

$95,867-9.7%

$79,551+8.8%

$134,493-35.6%

Participation rate

100.0%

75.0%+25.0pp

69.5%+30.5pp

81.2%+18.8pp

Annual return

-15.52%

-2.73%-12.8pp

0.14%-15.7pp

418.01%-433.5pp

Employer contribution / active EE

$1,407

$3,128-55.0%

$2,413-41.7%

$4,740-70.3%

Participant deferral / active EE

$5,671

$4,692+20.9%

$3,985+42.3%

$6,400-11.4%

Admin fee / account holder

$3,377

$9,127-63.0%

$6,833-50.6%

$11,425-70.4%

BOZEMAN CHEVRON 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOZEMAN CHEVRON 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