Retirement plan

D. SCOTT BONEBRAKE 401(K) PROFIT SHARING PLAN

Name: D. SCOTT BONEBRAKE - D. SCOTT BONEBRAKE 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: D. SCOTT BONEBRAKE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D. SCOTT BONEBRAKE 401(K) PROFIT SHARING PLAN, D. SCOTT BONEBRAKE

D. SCOTT BONEBRAKEEIN 82-3922839Plan #001PY 2023

25 EAST SECOND STREET - MEDIA, PA 19063610-892-7700

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

+26.5% from 2022

Total participants

0.0% from 2022

Average account balance

$311,777

-5.1% from 2022

Annual return

14.56%

+30.37 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.00M

Not enough data

1 years with asset history on file

Average account balance

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

$500K

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

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+9.46%

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 codes2E2F2J2R3B3D

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$311,777

$148,623+109.8%

$135,974+129.3%

$139,466+123.6%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

14.56%

79.30%-64.7pp

68.30%-53.7pp

373.66%-359.1pp

Employer contribution / active EE

$13,820

$5,246+163.4%

$4,859+184.4%

$4,754+190.7%

Participant deferral / active EE

$15,670

$8,103+93.4%

$7,760+101.9%

$6,712+133.5%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,409-100.0%

D. SCOTT BONEBRAKE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

D. SCOTT BONEBRAKE 401(K) 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