Retirement plan

EAST SIDE HOUSE 401(K) PLAN

Name: EAST SIDE HOUSE - EAST SIDE HOUSE 401(K) PLAN (2023) Form 5500
Creator: EAST SIDE HOUSE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAST SIDE HOUSE 401(K) PLAN, EAST SIDE HOUSE

EAST SIDE HOUSEEIN 13-1623989Plan #002PY 2023

337 ALEXANDER AVENUE - BRONX, NY 104541108718-665-5250

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.6M

+10.5% from 2022

Total participants

142

-34.0% from 2022

Average account balance

$18,644

-5.9% from 2022

Annual return

16.40%

+32.00 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.14M

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

164

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

$453K

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

+11.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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
GREENWICH PENSION CONSULTANTS3 years Service code 53 18 PATRICIA LANE · GREENWICH, CT 06807	Insurance Commissions	$7,022

Plan features & details

Pension benefit codes2E2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Expense breakdown

Schedule H Part II

Admin total

$10K

$115 / participant

Contract admin$10K100.0%

% of EOY assets

0.360%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PKF O'CONNOR DAVIES, LLP
Auditor EIN: 271728945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,644

$77,908-76.1%

$149,696-87.5%

$75,173-75.2%

Participation rate

100.0%

65.6%+34.4pp

78.8%+21.2pp

67.2%+32.8pp

Annual return

16.40%

31.73%-15.3pp

134.46%-118.1pp

160.72%-144.3pp

Employer contribution / active EE

$1,483

$3,138-52.7%

$4,821-69.2%

$2,671-44.5%

Participant deferral / active EE

$2,912

$3,411-14.6%

$5,682-48.8%

$4,126-29.4%

Admin fee / account holder

$67

$5,950-98.9%

$13,212-99.5%

$5,651-98.8%

Provider

Service type

Compensation

GREENWICH PENSION CONSULTANTS3 years

Service code 53

18 PATRICIA LANE · GREENWICH, CT 06807

Insurance Commissions

$7,022

EAST SIDE HOUSE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAST SIDE HOUSE 401(K) 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