Retirement plan

SOUTHERN DESIGN LANDSCAPING INC. 401(K) PLAN

Name: SOUTHERN DESIGN LANDSCAPING INC - SOUTHERN DESIGN LANDSCAPING INC. 401(K) PLAN (2023) Form 5500
Creator: SOUTHERN DESIGN LANDSCAPING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHERN DESIGN LANDSCAPING INC. 401(K) PLAN, SOUTHERN DESIGN LANDSCAPING INC

SOUTHERN DESIGN LANDSCAPING INCEIN 86-3465998Plan #001PY 2023

P.O.BOX 1181 - CUMMING, GA 30028470-253-8294LinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$550K

+49.1% from 2022

Total participants

+10.5% from 2022

Average account balance

$26,191

+20.7% from 2022

Annual return

21.15%

+40.75 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

$862K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

147.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+31.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$73

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

$365

$26 / participant

Other / not subdivided$365100.0%

% of EOY assets

0.066%

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

$26,191

$96,361-72.8%

$80,607-67.5%

$139,456-81.2%

Participation rate

100.0%

73.6%+26.4pp

67.0%+33.0pp

80.3%+19.7pp

Annual return

21.15%

1350.95%-1329.8pp

936.11%-915.0pp

373.45%-352.3pp

Employer contribution / active EE

$2,416

$3,262-25.9%

$2,724-11.3%

$4,753-49.2%

Participant deferral / active EE

$4,948

$5,232-5.4%

$4,448+11.2%

$6,711-26.3%

Admin fee / account holder

$17

$6,601-99.7%

$5,379-99.7%

$11,407-99.8%

SOUTHERN DESIGN LANDSCAPING INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHERN DESIGN LANDSCAPING INC. 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