Retirement plan

BOXWELL BROTHERS FUNERAL HOME, INC. 401(K) PLAN

Name: BOXWELL BROTHERS FUNERAL HOME, INC. - BOXWELL BROTHERS FUNERAL HOME, INC. 401(K) PLAN (2019) Form 5500
Creator: BOXWELL BROTHERS FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOXWELL BROTHERS FUNERAL HOME, INC. 401(K) PLAN, BOXWELL BROTHERS FUNERAL HOME, INC.

BOXWELL BROTHERS FUNERAL HOME, INC.EIN 75-0770224Plan #002PY 2019

PO BOX 1256 - PERRYTON, TX 79070806-435-3621boxwellbros.comLinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$807K

+6.9% from 2018

Total participants

0.0% from 2018

Average account balance

$161,487

+6.9% from 2018

Annual return

5.66%

-7.09 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

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$307K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+17.98%

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$285

$71 / participant

Other / not subdivided$285100.0%

% of EOY assets

0.035%

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

$161,487

$103,008+56.8%

$90,304+78.8%

$152,897+5.6%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

5.66%

95.22%-89.6pp

78.13%-72.5pp

345.43%-339.8pp

Employer contribution / active EE

$638

$3,139-79.7%

$2,855-77.7%

$4,764-86.6%

Participant deferral / active EE

$1,773

$4,281-58.6%

$3,885-54.4%

$5,851-69.7%

Admin fee / account holder

$57

$6,175-99.1%

$5,354-98.9%

$11,599-99.5%

BOXWELL BROTHERS FUNERAL HOME, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOXWELL BROTHERS FUNERAL HOME, INC. 401(K) 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