Retirement plan

JACKSON FUNERAL HOMES, INC. PROFIT SHARING PLAN

Name: JACKSONS FUNERAL HOME, INC. - JACKSON FUNERAL HOMES, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: JACKSONS FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKSON FUNERAL HOMES, INC. PROFIT SHARING PLAN, JACKSONS FUNERAL HOME, INC.

JACKSONS FUNERAL HOME, INC.EIN 71-0307934Plan #001PY 2022

1900 MALCOLM AVE - NEWPORT, AR 72112870-523-5822

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

-19.1% from 2021

Total participants

0.0% from 2021

Average account balance

-100.0% from 2021

Annual return

-19.15%

-28.51 pp from 2021

Benchmarks

See 39,290 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,290 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.46M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.42%

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 codes2E2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$114K

$5414 / participant

Other / not subdivided$114K100.0%

% of EOY assets

4.554%

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

$92,743-100.0%

$82,744-100.0%

$134,532-100.0%

Participation rate

0.0%

75.2%-75.2pp

72.6%-72.6pp

81.2%-81.2pp

Annual return

-19.15%

946.63%-965.8pp

702.22%-721.4pp

418.27%-437.4pp

Employer contribution / active EE

$1,280

$3,273-60.9%

$3,008-57.4%

$4,741-73.0%

Participant deferral / active EE

$2,150

$4,802-55.2%

$4,395-51.1%

$6,401-66.4%

Admin fee / account holder

$5,977-100.0%

$5,325-100.0%

$11,429-100.0%

JACKSON FUNERAL HOMES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKSON FUNERAL HOMES, INC. PROFIT SHARING 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