Retirement plan

BUSHY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Name: BUSHY ENTERPRISES, INC. - BUSHY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: BUSHY ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUSHY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN, BUSHY ENTERPRISES, INC.

BUSHY ENTERPRISES, INC.EIN 72-1520809Plan #003PY 2021

1875 CENTURY PARK EAST, SUITE 2060 - LOS ANGELES, CA 90067310-772-0200LinkedIn1-10 employeesveterinary

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$711K

+19.3% from 2020

Total participants

0.0% from 2020

Average account balance

$355,595

+19.3% from 2020

Annual return

9.57%

-2.01 pp from 2020

Benchmarks

See 8,066 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,066 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$931K

Not enough data

1 years with asset history on file

Average account balance

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

$931K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$77K

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

+12.89%

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

1 tripped

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

$355,595

$185,225+92.0%

$142,898+148.8%

$167,553+112.2%

Participation rate

100.0%

78.5%+21.5pp

72.0%+28.0pp

82.1%+17.9pp

Annual return

9.57%

8558.12%-8548.6pp

5639.64%-5630.1pp

478.89%-469.3pp

Employer contribution / active EE

$32,000

$5,607+470.7%

$4,146+671.9%

$4,840+561.2%

Participant deferral / active EE

$26,000

$4,496+478.3%

$3,838+577.4%

$6,343+309.9%

Admin fee / account holder

$8,032-100.0%

$6,560-100.0%

$12,316-100.0%

BUSHY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BUSHY ENTERPRISES, INC. 401(K) 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