Retirement plan

ONE BEEKMAN PLACE, INC. , MONEY PURCHASE PENSION PLAN

Name: ONE BEEKMAN PLACE, INC., - ONE BEEKMAN PLACE, INC. , MONEY PURCHASE PENSION PLAN (2023) Form 5500
Creator: ONE BEEKMAN PLACE, INC.,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONE BEEKMAN PLACE, INC. , MONEY PURCHASE PENSION PLAN, ONE BEEKMAN PLACE, INC.,

ONE BEEKMAN PLACE, INC.,EIN 13-1122185Plan #001PY 2023

C/O BROWN HARRIS STEVENS RESIDENTIA, 770 LEXINGTON AVENUE - NEW YORK, NY 10065212-508-7304

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.7M

+39.2% from 2022

Total participants

0.0% from 2022

Average account balance

$4,667,820

+39.2% from 2022

Annual return

37.31%

+65.30 pp from 2022

Benchmarks

See 19,279 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,279 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.18M

Not enough data

1 years with asset history on file

Average account balance

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

$6.2M

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

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$64K

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

+31.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2F2G3D2R2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

$4,667,820

$202,440+2205.8%

$169,390+2655.7%

$139,466+3246.9%

Participation rate

100.0%

81.1%+18.9pp

77.2%+22.8pp

80.3%+19.7pp

Annual return

37.31%

532.36%-495.1pp

406.07%-368.8pp

373.66%-336.4pp

Employer contribution / active EE

$61,891

$4,693+1218.8%

$4,013+1442.4%

$4,754+1201.9%

Participant deferral / active EE

$6,940-100.0%

$6,222-100.0%

$6,712-100.0%

Admin fee / account holder

$10,722-100.0%

$9,015-100.0%

$11,409-100.0%

ONE BEEKMAN PLACE, INC. , MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ONE BEEKMAN PLACE, INC. , MONEY PURCHASE PENSION 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