Retirement plan

FOXWORTH REAL ESTATE COMPANY 401K PROFIT SHARING PLAN

Name: FOXWORTH REAL ESTATE LTD - FOXWORTH REAL ESTATE COMPANY 401K PROFIT SHARING PLAN (2020) Form 5500
Creator: FOXWORTH REAL ESTATE LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOXWORTH REAL ESTATE COMPANY 401K PROFIT SHARING PLAN, FOXWORTH REAL ESTATE LTD

FOXWORTH REAL ESTATE LTDEIN 76-0698913Plan #001PY 2020

PO BOX 7333 - BEAUMONT, TX 77703409-892-7245foxworthrealty.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$338K

+27.2% from 2019

Total participants

-16.7% from 2019

Average account balance

$37,542

-15.2% from 2019

Annual return

13.21%

-4.91 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$600K

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+6.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5575

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$396 / participant

Other / not subdivided$4K100.0%

% 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

$37,542

$228,395-83.6%

$185,861-79.8%

$158,982-76.4%

Participation rate

88.9%

82.3%+6.6pp

78.0%+10.8pp

82.0%+6.9pp

Annual return

13.21%

40.82%-27.6pp

35.96%-22.8pp

302.99%-289.8pp

Employer contribution / active EE

$1,219

$4,968-75.5%

$4,088-70.2%

$4,763-74.4%

Participant deferral / active EE

$2,935

$6,417-54.3%

$5,634-47.9%

$5,983-50.9%

Admin fee / account holder

$396

$11,869-96.7%

$9,503-95.8%

$11,252-96.5%

FOXWORTH REAL ESTATE COMPANY 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOXWORTH REAL ESTATE COMPANY 401K 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