Retirement plan

SAFE HAVEN OF GREATER WATERBURY, INC EMPLOYEE PROFIT SHARING

Name: SAFE HAVEN OF GREATER WTBY, INC. - SAFE HAVEN OF GREATER WATERBURY, INC EMPLOYEE PROFIT SHARING (2021) Form 5500
Creator: SAFE HAVEN OF GREATER WTBY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE HAVEN OF GREATER WATERBURY, INC EMPLOYEE PROFIT SHARING, SAFE HAVEN OF GREATER WTBY, INC.

SAFE HAVEN OF GREATER WTBY, INC.EIN 06-0996479Plan #002PY 2021

29 CENTRAL AVENUE P.O. BOX 1503 - WATERBURY, CT 067211503203-575-0388safehavengw.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$930K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$553K

+22.3% from 2020

Total participants

+3.3% from 2020

Average account balance

$17,823

+18.4% from 2020

Annual return

12.96%

+0.21 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$567K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$853

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 codes2E2F2G2T

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$120 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.544%

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

$17,823

$95,406-81.3%

$185,849-90.4%

$85,847-79.2%

Participation rate

100.0%

68.8%+31.2pp

81.7%+18.3pp

69.3%+30.7pp

Annual return

12.96%

23.59%-10.6pp

122.10%-109.1pp

318.61%-305.6pp

Employer contribution / active EE

$1,800

$3,314-45.7%

$5,169-65.2%

$2,565-29.8%

Participant deferral / active EE

$3,424-100.0%

$5,569-100.0%

$3,952-100.0%

Admin fee / account holder

$97

$7,214-98.7%

$16,244-99.4%

$6,261-98.5%

SAFE HAVEN OF GREATER WATERBURY, INC EMPLOYEE PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFE HAVEN OF GREATER WATERBURY, INC EMPLOYEE PROFIT SHARING

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