Retirement plan

JON MICHAEL CHRISTENSEN 401K PLAN

Name: JON MICHAEL CHRISTENSEN 401K PLAN - JON MICHAEL CHRISTENSEN 401K PLAN (2020) Form 5500
Creator: JON MICHAEL CHRISTENSEN 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JON MICHAEL CHRISTENSEN 401K PLAN, JON MICHAEL CHRISTENSEN 401K PLAN

JON MICHAEL CHRISTENSEN 401K PLANEIN 11-3619944Plan #001PY 2020

7 KERRIE CT - SOUTHAMPTON, NY 11968631-831-7580

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$143K

+704.0% from 2015

Total participants

-33.3% from 2015

Average account balance

$71,611

+302.0% from 2015

Annual return

32.10%

+44.17 pp from 2015

Benchmarks

See 14,134 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,134 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$297K

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$227

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 codes2E2J3D

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.
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

0 tripped

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

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

$71,611

$109,372-34.5%

$89,414-19.9%

$158,966-55.0%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

32.10%

345.55%-313.5pp

245.50%-213.4pp

302.95%-270.8pp

Employer contribution / active EE

$1,276

$3,171-59.8%

$2,586-50.7%

$4,762-73.2%

Participant deferral / active EE

$11,625

$4,598+152.8%

$3,890+198.9%

$5,983+94.3%

Admin fee / account holder

$6,156-100.0%

$4,883-100.0%

$11,250-100.0%

JON MICHAEL CHRISTENSEN 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JON MICHAEL CHRISTENSEN 401K 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