Retirement plan

BELLINGHAM HEALTH & FITNESS, INC. 401(K) PLAN

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

BELLINGHAM HEALTH & FITNESS, INC.EIN 75-3106917Plan #001PY 2022

1730 N. STATE ST. - BELLINGHAM, WA 982254605360-733-1600LinkedIn11-50 employeestelecommunications

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$624K

-8.0% from 2021

Total participants

0.0% from 2021

Average account balance

$25,990

-8.0% from 2021

Annual return

-17.79%

-39.97 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2492

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 codes2E2G2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$7K

$730 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.054%

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

$25,990

$92,684-72.0%

$82,706-68.6%

$134,509-80.7%

Participation rate

88.9%

75.2%+13.7pp

72.6%+16.3pp

81.2%+7.7pp

Annual return

-17.79%

945.84%-963.6pp

701.76%-719.6pp

418.13%-435.9pp

Employer contribution / active EE

$2,310

$3,272-29.4%

$3,007-23.2%

$4,741-51.3%

Participant deferral / active EE

$5,803

$4,800+20.9%

$4,394+32.1%

$6,400-9.3%

Admin fee / account holder

$274

$5,982-95.4%

$5,329-94.9%

$11,427-97.6%

BELLINGHAM HEALTH & FITNESS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BELLINGHAM HEALTH & FITNESS, 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