Retirement plan

BAILEY CONSTRUCTION & REHAB 401K PROFIT SHARING PLAN

Name: BAILEY CONSTRUCTION & REHAB, INC. - BAILEY CONSTRUCTION & REHAB 401K PROFIT SHARING PLAN (2023) Form 5500
Creator: BAILEY CONSTRUCTION & REHAB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAILEY CONSTRUCTION & REHAB 401K PROFIT SHARING PLAN, BAILEY CONSTRUCTION & REHAB, INC.

BAILEY CONSTRUCTION & REHAB, INC.EIN 81-0589963Plan #001PY 2023

5295 VIA CERVANTES - YORBA LINDA, CA 928873124714-777-9500

Other plans on this EIN

1 filing

#002Retirement-$1.2M assets

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+26.7% from 2022

Total participants

+16.7% from 2022

Average account balance

$393,856

+8.6% from 2022

Annual return

19.84%

+41.29 pp from 2022

Benchmarks

See 51,545 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort51,545 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.32M

Not enough data

1 years with asset history on file

Average account balance

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

$475K

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

$163K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+14.68%

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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

$393,856

$106,280+270.6%

$96,538+308.0%

$139,487+182.4%

Participation rate

100.0%

77.8%+22.2pp

74.3%+25.7pp

80.3%+19.7pp

Annual return

19.84%

38.48%-18.6pp

35.74%-15.9pp

373.84%-354.0pp

Employer contribution / active EE

$11,567

$4,107+181.6%

$3,740+209.2%

$4,755+143.3%

Participant deferral / active EE

$9,850

$5,457+80.5%

$4,880+101.8%

$6,713+46.7%

Admin fee / account holder

$7,888-100.0%

$6,737-100.0%

$11,407-100.0%

BAILEY CONSTRUCTION & REHAB 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BAILEY CONSTRUCTION & REHAB 401K 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