Retirement plan

CAMP ANDROSCOGGIN JR.-SR, INC., 401(K) PROFIT SHARING PLAN

Name: CAMP ANDROSCOGGIN JR.-SR, INC. - CAMP ANDROSCOGGIN JR.-SR, INC., 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: CAMP ANDROSCOGGIN JR.-SR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMP ANDROSCOGGIN JR.-SR, INC., 401(K) PROFIT SHARING PLAN, CAMP ANDROSCOGGIN JR.-SR, INC.

CAMP ANDROSCOGGIN JR.-SR, INC.EIN 01-0270612Plan #002PY 2023

601 WEST STREET - HARRISON, NY 10528914-835-5800

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3M

+26.8% from 2022

Total participants

+25.0% from 2022

Average account balance

$595,786

+1.5% from 2022

Annual return

22.66%

+39.18 pp from 2022

Benchmarks

See 9,748 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,748 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.43M

Not enough data

1 years with asset history on file

Average account balance

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

$687K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+11.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7094

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

$595,786

$156,970+279.6%

$121,210+391.5%

$139,487+327.1%

Participation rate

100.0%

76.5%+23.5pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

22.66%

1477.10%-1454.4pp

987.41%-964.8pp

373.84%-351.2pp

Employer contribution / active EE

$2,411

$5,546-56.5%

$4,171-42.2%

$4,755-49.3%

Participant deferral / active EE

$17,200

$4,849+254.7%

$4,084+321.2%

$6,713+156.2%

Admin fee / account holder

$6,947-100.0%

$5,647-100.0%

$11,407-100.0%

CAMP ANDROSCOGGIN JR.-SR, INC., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAMP ANDROSCOGGIN JR.-SR, INC., 401(K) PROFIT SHARING PLAN

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