Retirement plan

BROWN'S DURANT FUNERAL SERVICE PROFIT SHARING PLAN

Name: BROWN'S DURANT FUNERAL SERVICE INC - BROWN'S DURANT FUNERAL SERVICE PROFIT SHARING PLAN (2024) Form 5500
Creator: BROWN'S DURANT FUNERAL SERVICE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWN'S DURANT FUNERAL SERVICE PROFIT SHARING PLAN, BROWN'S DURANT FUNERAL SERVICE INC

BROWN'S DURANT FUNERAL SERVICE INCEIN 73-1585271Plan #001PY 2024

PO BOX 966 - DURANT, OK 74702580-920-0393

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$167K

+20.9% from 2023

Total participants

+33.3% from 2023

Average account balance

$20,832

-9.4% from 2023

Annual return

10.04%

-4.10 pp from 2023

Benchmarks

See 50,218 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,218 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$195K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$944

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes3D2E2F2G2J2T

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$202 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.850%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,832

$88,751-76.5%

$81,812-74.5%

$145,922-85.7%

Participation rate

100.0%

75.0%+25.0pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

10.04%

1025.40%-1015.4pp

773.79%-763.8pp

561.29%-551.2pp

Employer contribution / active EE

$511

$3,083-83.4%

$2,912-82.5%

$4,660-89.0%

Participant deferral / active EE

$1,621

$4,643-65.1%

$4,319-62.5%

$6,688-75.8%

Admin fee / account holder

$177

$8,415-97.9%

$7,386-97.6%

$13,397-98.7%

BROWN'S DURANT FUNERAL SERVICE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWN'S DURANT FUNERAL SERVICE 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