Retirement plan

HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN

Name: BEAVERTON TOYOTA, INC. - HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: BEAVERTON TOYOTA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN, BEAVERTON TOYOTA, INC.

BEAVERTON TOYOTA, INC.EIN 93-0588014Plan #001PY 2021

4300 SW MURRAY RD - BEAVERTON, OR 97005503-626-7200beavertontoyota.comLinkedIn201-500 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.1M

+15.8% from 2020

Total participants

334

+3.1% from 2020

Average account balance

$38,868

+9.8% from 2020

Annual return

15.60%

+3.64 pp from 2020

Benchmarks

See 2,170 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,170 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.49M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

408

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.

88.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.39M

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

+11.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$111

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FOSTER & FOSTER6 years Filed as: FOSTER WEALTH INC. Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035	Advisory (Plan)	$37,473
EPIC RETIREMENT PLAN SERVICES4 years Service code 15 · EIN 16-1450952	Recordkeeping	$1,125
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$39K

$311 / participant

Investment mgmt$37K97.1%
Other / not subdivided$1K2.9%

% of EOY assets

0.318%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WORTHY & COMPANY, LLC
Auditor EIN: 208092242
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,868

$59,220-34.4%

$96,572-59.8%

$79,389-51.0%

Participation rate

82.3%

61.9%+20.4pp

69.8%+12.4pp

70.7%+11.5pp

Annual return

15.60%

27.08%-11.5pp

37.79%-22.2pp

116.89%-101.3pp

Employer contribution / active EE

$1,216-100.0%

$2,357-100.0%

$2,428-100.0%

Participant deferral / active EE

$4,632

$2,948+57.1%

$3,850+20.3%

$4,046+14.5%

Admin fee / account holder

$124

$659-81.2%

$6,183-98.0%

$626-80.3%

Provider

Service type

Compensation

FOSTER & FOSTER6 years

Filed as: FOSTER WEALTH INC.

Service code 27

5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035

Advisory (Plan)

$37,473

EPIC RETIREMENT PLAN SERVICES4 years

Service code 15 · EIN 16-1450952

Recordkeeping

$1,125

CHARLES SCHWAB & CO., INC.6 years

Service code 59 · EIN 94-1737782

Shareholder Servicing

HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUMBERSTON AUTO GROUP 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