Retirement plan

BARGAINS AND BUYOUTS HOLDINGS, INC. 401K PROFIT SHARING

Name: BARGAINS AND BUYOUTS HOLDINGS, INC. - BARGAINS AND BUYOUTS HOLDINGS, INC. 401K PROFIT SHARING (2021) Form 5500
Creator: BARGAINS AND BUYOUTS HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARGAINS AND BUYOUTS HOLDINGS, INC. 401K PROFIT SHARING, BARGAINS AND BUYOUTS HOLDINGS, INC.

BARGAINS AND BUYOUTS HOLDINGS, INC.EIN 83-2494355Plan #001PY 2021

50 ESWIN ST. - CINCINNATI, OH 452180000513-729-6312LinkedIn11-50 employeesfurniture

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$200K

+32.5% from 2020

Total participants

0.0% from 2020

Average account balance

$33,317

+32.5% from 2020

Annual return

17.61%

-279.26 pp from 2020

Benchmarks

See 19,960 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort19,960 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.30%

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 codes2E2F2G2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$126 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.632%

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

$33,317

$118,869-72.0%

$96,575-65.5%

$167,518-80.1%

Participation rate

60.0%

75.5%-15.5pp

69.8%-9.8pp

82.1%-22.1pp

Annual return

17.61%

50.49%-32.9pp

37.79%-20.2pp

478.71%-461.1pp

Employer contribution / active EE

$1,030

$3,120-67.0%

$2,357-56.3%

$4,838-78.7%

Participant deferral / active EE

$1,221

$4,616-73.5%

$3,849-68.3%

$6,342-80.7%

Admin fee / account holder

$211

$8,067-97.4%

$6,182-96.6%

$12,312-98.3%

BARGAINS AND BUYOUTS HOLDINGS, INC. 401K PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARGAINS AND BUYOUTS HOLDINGS, INC. 401K PROFIT SHARING

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