Retirement plan

BEARTOOTH ENVIRONMENTAL, INC. 401(K) PLAN

Name: BEARTOOTH ENVIRONMENTAL, INC. - BEARTOOTH ENVIRONMENTAL, INC. 401(K) PLAN (2022) Form 5500
Creator: BEARTOOTH ENVIRONMENTAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEARTOOTH ENVIRONMENTAL, INC. 401(K) PLAN, BEARTOOTH ENVIRONMENTAL, INC.

BEARTOOTH ENVIRONMENTAL, INC.EIN 74-3096248Plan #001PY 2022

5511 GREEN TEAL DRIVE - BILLINGS, MT 59106406-373-2220LinkedIn1-10 employeesenvironmental services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

-3.9% from 2021

Total participants

-20.0% from 2021

Average account balance

$583,403

-3.9% from 2021

Annual return

-11.89%

-25.73 pp from 2021

Benchmarks

See 17,023 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,023 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.03M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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

$221K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$55K

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

+12.51%

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$583,403

$93,117+526.5%

$77,096+656.7%

$134,532+333.7%

Participation rate

100.0%

74.5%+25.5pp

67.9%+32.1pp

81.2%+18.8pp

Annual return

-11.89%

62.67%-74.6pp

42.35%-54.2pp

418.27%-430.2pp

Employer contribution / active EE

$30,132

$3,420+781.0%

$2,814+970.6%

$4,741+535.6%

Participant deferral / active EE

$18,125

$5,241+245.8%

$4,429+309.2%

$6,401+183.2%

Admin fee / account holder

$6,948-100.0%

$5,428-100.0%

$11,429-100.0%

BEARTOOTH ENVIRONMENTAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BEARTOOTH ENVIRONMENTAL, INC. 401(K) 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