Retirement plan

PAULS FUNERAL HOMES,INC 401(K) PROFIT SHARING PLAN & TRUST

Name: PAULS FUNERAL HOMES, INC. - PAULS FUNERAL HOMES,INC 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: PAULS FUNERAL HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAULS FUNERAL HOMES,INC 401(K) PROFIT SHARING PLAN & TRUST, PAULS FUNERAL HOMES, INC.

PAULS FUNERAL HOMES, INC.EIN 93-1219183Plan #001PY 2018

1038 CANTIBERRY ROAD - DIVIDE, CO 80814785-475-8336

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+12.0% from 2017

Total participants

0.0% from 2017

Average account balance

$902,507

+12.0% from 2017

Annual return

7.90%

+0.04 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$169K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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

0 years with headcount on file

Eligible Participants and Participation

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

0.0%

Not enough data

1 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

+15.10%

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 codes2E2J3D

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.
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

$902,507

$90,617+896.0%

$79,476+1035.6%

$135,382+566.6%

Participation rate

100.0%

76.1%+23.9pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

7.90%

977.57%-969.7pp

718.21%-710.3pp

519.77%-511.9pp

Employer contribution / active EE

$8,221

$3,068+168.0%

$2,800+193.6%

$4,779+72.0%

Participant deferral / active EE

$24,500

$4,050+504.9%

$3,704+561.5%

$5,609+336.8%

Admin fee / account holder

$5,907-100.0%

$5,113-100.0%

$10,829-100.0%

PAULS FUNERAL HOMES,INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PAULS FUNERAL HOMES,INC 401(K) PROFIT SHARING PLAN & TRUST

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