Retirement plan

BROOKPARK DESIGN BUILDERS 401(K) PROFIT SHARING PLAN

Name: BROOKPARK DESIGN BUILDERS, LLC - BROOKPARK DESIGN BUILDERS 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: BROOKPARK DESIGN BUILDERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROOKPARK DESIGN BUILDERS 401(K) PROFIT SHARING PLAN, BROOKPARK DESIGN BUILDERS, LLC

BROOKPARK DESIGN BUILDERS, LLCEIN 84-1676486Plan #001PY 2022

9664 AKINS ROAD - NORTH ROYALTON, OH 44133440-237-8440brookparkdesign.comLinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$153K

No prior year

Total participants

No prior year

Average account balance

$38,330

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 466 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort466 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$370K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41

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 codes2E2J2R3D

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.
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

$30

$8 / participant

Other / not subdivided$30100.0%

% of EOY assets

0.020%

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

$38,330

$60,813-37.0%

$134,532-71.5%

Participation rate

100.0%

67.1%+32.9pp

81.2%+18.8pp

Annual return

0.00%

-10.69%+10.7pp

418.27%-418.3pp

Employer contribution / active EE

$26,283

$2,735+861.1%

$4,741+454.4%

Participant deferral / active EE

$7,292

$4,132+76.5%

$6,401+13.9%

Admin fee / account holder

$4,065-99.8%

$11,429-99.9%

BROOKPARK DESIGN BUILDERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROOKPARK DESIGN BUILDERS 401(K) 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