Retirement plan

BICKHAM, INCORPORATED EMPLOYEES' PROFIT SHARING PLAN

Name: BICKHAM, INCORPORATED - BICKHAM, INCORPORATED EMPLOYEES' PROFIT SHARING PLAN (2023) 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 2023

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$742K

+14.8% from 2022

Total participants

0.0% from 2022

Average account balance

$148,479

+14.8% from 2022

Annual return

14.32%

+26.97 pp from 2022

Benchmarks

See 36,196 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort36,196 peers

Snapshot2023

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$709 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.191%

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

$148,479

$185,830-20.1%

$170,004-12.7%

$139,427+6.5%

Participation rate

100.0%

87.8%+12.2pp

87.0%+13.0pp

80.3%+19.7pp

Annual return

14.32%

60.52%-46.2pp

53.39%-39.1pp

373.27%-358.9pp

Employer contribution / active EE

$1,480

$7,591-80.5%

$6,786-78.2%

$4,752-68.9%

Participant deferral / active EE

$11,622-100.0%

$10,408-100.0%

$6,711-100.0%

Admin fee / account holder

$284

$15,381-98.2%

$12,816-97.8%

$11,404-97.5%

BICKHAM, INCORPORATED EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BICKHAM, INCORPORATED EMPLOYEES' 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