Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC.

Name: ELDERLY HOUSING MANAGEMENT, INC. - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. (2016) Form 5500
Creator: ELDERLY HOUSING MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC., ELDERLY HOUSING MANAGEMENT, INC.

ELDERLY HOUSING MANAGEMENT, INC.EIN 06-6049011Plan #002PY 2016

127 WASHINGTON AVE STE 5 - NORTH HAVEN, CT 06473203-230-4809ehmchm.orgLinkedIn1-10 employeesgovernment administration

Other plans on this EIN

1 filing

#003Retirement-$285K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.5M

+12.2% from 2015

Total participants

373

-13.5% from 2015

Average account balance

$28,286

+29.8% from 2015

Annual return

7.76%

+7.55 pp from 2015

Benchmarks

See 542 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort542 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.55M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

413

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

$922K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Claims proc...	$5,751

Plan features & details

Pension benefit codes2F2T2E2G2J

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.
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

$6K

$18 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.055%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,286

$42,582-33.6%

$171,082-83.5%

$57,658-50.9%

Participation rate

99.4%

63.9%+35.5pp

76.7%+22.7pp

70.2%+29.1pp

Annual return

7.76%

308.67%-300.9pp

32.56%-24.8pp

5.13%+2.6pp

Employer contribution / active EE

$1,843

$1,306+41.1%

$4,002-53.9%

$1,974-6.6%

Participant deferral / active EE

$1,202

$2,933-59.0%

$4,797-74.9%

$3,061-60.7%

Admin fee / account holder

$16

$82-81.2%

$8,520-99.8%

$95-83.6%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Claims proc...

$5,751

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC.

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