Retirement plan

OLIVER-CHEEK FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN

Name: OLIVER-CHEEK FUNERAL HOME, INC. - OLIVER-CHEEK FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN (2019) Form 5500
Creator: OLIVER-CHEEK FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OLIVER-CHEEK FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN, OLIVER-CHEEK FUNERAL HOME, INC.

OLIVER-CHEEK FUNERAL HOME, INC.EIN 73-1684602Plan #001PY 2019

420 W. MAIN STREET - ASHVILLE, OH 43103740-983-6414olivercheekfuneralhome.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$161K

+46.5% from 2018

Total participants

0.0% from 2018

Average account balance

$80,603

+46.5% from 2018

Annual return

18.10%

+18.86 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$634K

Not enough data

1 years with asset history on file

Average account balance

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

$317K

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

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+15.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2G2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

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

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

$80,603

$103,008-21.8%

$90,304-10.7%

$152,897-47.3%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

18.10%

95.22%-77.1pp

78.13%-60.0pp

345.43%-327.3pp

Employer contribution / active EE

$15,634

$3,139+398.0%

$2,855+447.6%

$4,764+228.2%

Participant deferral / active EE

$4,281-100.0%

$3,885-100.0%

$5,851-100.0%

Admin fee / account holder

$6,175-100.0%

$5,354-100.0%

$11,599-100.0%

OLIVER-CHEEK FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OLIVER-CHEEK FUNERAL HOME, INC., INTEGRATED 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