Retirement plan

BERCHTOLD EQUIPMENT COMPANY PROFIT SHARING PLAN AND TRUST

Name: BERCHTOLD EQUIPMENT COMPANY - BERCHTOLD EQUIPMENT COMPANY PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: BERCHTOLD EQUIPMENT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERCHTOLD EQUIPMENT COMPANY PROFIT SHARING PLAN AND TRUST, BERCHTOLD EQUIPMENT COMPANY

BERCHTOLD EQUIPMENT COMPANYEIN 95-2566526Plan #001PY 2020

3000 PEGASUS DR. - BAKERSFIELD, CA 93308661-323-7818LinkedIn1-10 employeesoil & energy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.1M

+25.2% from 2019

Total participants

+12.0% from 2019

Average account balance

$69,690

+13.6% from 2019

Annual return

14.33%

-5.12 pp from 2019

Benchmarks

See 9,207 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,207 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.93M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$695K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4501

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$14K

$192 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.232%

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

$69,690

$91,559-23.9%

$133,971-48.0%

$79,852-12.7%

Participation rate

91.8%

73.3%+18.4pp

79.8%+11.9pp

69.6%+22.1pp

Annual return

14.33%

61.85%-47.5pp

45.09%-30.8pp

31.72%-17.4pp

Employer contribution / active EE

$2,562

$2,384+7.5%

$3,919-34.6%

$2,471+3.7%

Participant deferral / active EE

$4,689

$3,734+25.6%

$5,047-7.1%

$3,740+25.4%

Admin fee / account holder

$161

$6,321-97.4%

$8,929-98.2%

$5,306-97.0%

BERCHTOLD EQUIPMENT COMPANY PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERCHTOLD EQUIPMENT COMPANY PROFIT SHARING PLAN AND TRUST

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