Retirement plan

ARMSTRONG GARDEN CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: ARMSTRONG GARDEN CENTERS, INC. - ARMSTRONG GARDEN CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: ARMSTRONG GARDEN CENTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARMSTRONG GARDEN CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, ARMSTRONG GARDEN CENTERS, INC.

ARMSTRONG GARDEN CENTERS, INC.EIN 95-3207663Plan #001PY 2023

2200 EAST ROUTE 66 - GLENDORA, CA 91740626-914-1091armstronggarden.comLinkedIn1001-5000 employeesretail

Other plans on this EIN

1 filing

#003Retirement-$22.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$136.2M

+22.3% from 2022

Total participants

1,796

+5.3% from 2022

Average account balance

$77,662

+18.8% from 2022

Annual return

22.81%

-11.67 pp from 2022

Benchmarks

See 1,316 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,316 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$145.53M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

931

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+1.10%

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

1 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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$83

$0 / participant

Other / not subdivided$83100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LUCAS, HORSFALL, MURPHY & PINDROH
Auditor EIN: 954659692
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,662

$53,165+46.1%

$86,216-9.9%

$74,460+4.3%

Participation rate

95.6%

64.9%+30.8pp

69.0%+26.7pp

70.7%+24.9pp

Annual return

22.81%

22.64%+0.2pp

1169.42%-1146.6pp

34.38%-11.6pp

Employer contribution / active EE

$5,181

$1,210+328.2%

$2,382+117.6%

$2,638+96.4%

Participant deferral / active EE

$3,234-100.0%

$3,986-100.0%

$4,530-100.0%

Admin fee / account holder

$551-100.0%

$6,853-100.0%

$348-100.0%

ARMSTRONG GARDEN CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARMSTRONG GARDEN CENTERS, INC. EMPLOYEE STOCK OWNERSHIP 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