Retirement plan

BICKHAM, INCORPORATED EMPLOYEES' PROFIT SHARING PLAN

Name: BICKHAM, INCORPORATED - BICKHAM, INCORPORATED EMPLOYEES' PROFIT SHARING PLAN (2020) Form 5500
Creator: BICKHAM, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BICKHAM, INCORPORATED EMPLOYEES' PROFIT SHARING PLAN, BICKHAM, INCORPORATED

BICKHAM, INCORPORATEDEIN 72-0438100Plan #001PY 2020

P.O. BOX 481 - FRANKLINTON, LA 70438985-839-2807LinkedIn1-10 employeesrestaurants

Prospect flagsHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1.8M

+7.9% from 2019

Total participants

-14.3% from 2019

Average account balance

$304,138

+25.9% from 2019

Annual return

7.69%

-6.39 pp from 2019

Benchmarks

See 32,161 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,161 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$767

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.42%

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 codes2E2F2J3D

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).
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$304,138

$197,594+53.9%

$177,822+71.0%

$158,931+91.4%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

7.69%

58.76%-51.1pp

48.32%-40.6pp

302.86%-295.2pp

Employer contribution / active EE

$1,092

$6,697-83.7%

$5,918-81.6%

$4,761-77.1%

Participant deferral / active EE

$8,405-100.0%

$7,714-100.0%

$5,982-100.0%

Admin fee / account holder

$15,400-100.0%

$12,428-100.0%

$11,247-100.0%

BICKHAM, INCORPORATED EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BICKHAM, INCORPORATED EMPLOYEES' 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