Retirement plan

ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN

Name: ALAN JOEL COMMUNICATIONS, INC. - ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: ALAN JOEL COMMUNICATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN, ALAN JOEL COMMUNICATIONS, INC.

ALAN JOEL COMMUNICATIONS, INC.EIN 11-3004641Plan #001PY 2022

110 CHESTNUT RIDGE ROAD - NO. 399 - MONTVALE, NJ 07645201-327-3832alanjoel.comLinkedIn11-50 employeestelecommunications

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

-16.3% from 2021

Total participants

-3.8% from 2021

Average account balance

$100,968

-12.9% from 2021

Annual return

-20.62%

-32.54 pp from 2021

Benchmarks

See 10,382 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,382 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.77M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

115.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4127

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 codes2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$63

$5 / participant

Other / not subdivided$63100.0%

% of EOY assets

0.002%

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

$100,968

$99,644+1.3%

$86,438+16.8%

$134,532-24.9%

Participation rate

100.0%

82.1%+17.9pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-20.62%

6787.26%-6807.9pp

4397.19%-4417.8pp

418.27%-438.9pp

Employer contribution / active EE

$696

$4,402-84.2%

$3,769-81.5%

$4,741-85.3%

Participant deferral / active EE

$8,688

$7,247+19.9%

$6,952+25.0%

$6,401+35.7%

Admin fee / account holder

$8,375-100.0%

$6,733-100.0%

$11,429-100.0%

ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING 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