Retirement plan

MR BEEZ TERMITE AND PEST CONTROL 401(K) PLAN

Name: MR BEEZ TERMITE AND PEST CONTROL - MR BEEZ TERMITE AND PEST CONTROL 401(K) PLAN (2023) Form 5500
Creator: MR BEEZ TERMITE AND PEST CONTROL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MR BEEZ TERMITE AND PEST CONTROL 401(K) PLAN, MR BEEZ TERMITE AND PEST CONTROL

MR BEEZ TERMITE AND PEST CONTROLEIN 81-4977244Plan #001PY 2023

73850 DINAH SHORE DRIVE, SUITE 103 - PALM DESERT, CA 92211760-774-4990

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$64K

+674.4% from 2022

Total participants

-14.3% from 2022

Average account balance

$12,715

+519.6% from 2022

Annual return

47.44%

+47.44 pp from 2022

Benchmarks

See 18,494 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,494 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$128K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176

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 codes2E2J2F2G2R3D

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$274

$46 / participant

Other / not subdivided$274100.0%

% of EOY assets

0.431%

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

$12,715

$96,361-86.8%

$80,607-84.2%

$139,456-90.9%

Participation rate

83.3%

73.6%+9.7pp

67.0%+16.3pp

80.3%+3.0pp

Annual return

47.44%

1350.95%-1303.5pp

936.11%-888.7pp

373.45%-326.0pp

Employer contribution / active EE

$1,054

$3,262-67.7%

$2,724-61.3%

$4,753-77.8%

Participant deferral / active EE

$7,525

$5,232+43.8%

$4,448+69.2%

$6,711+12.1%

Admin fee / account holder

$55

$6,601-99.2%

$5,379-99.0%

$11,407-99.5%

MR BEEZ TERMITE AND PEST CONTROL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MR BEEZ TERMITE AND PEST CONTROL 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