Retirement plan

AMERICAN ZIONIST MOVEMENT 401(K) PLAN

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

AMERICAN ZIONIST MOVEMENTEIN 13-2679404Plan #001PY 2023

633 THIRD AVENUE 21 FLOOR - NEW YORK, NY 10017917-601-7173azm.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$80K

+41.4% from 2022

Total participants

+50.0% from 2022

Average account balance

$39,959

+41.4% from 2022

Annual return

13.87%

+33.26 pp from 2022

Benchmarks

See 41,854 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,854 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$126K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

40.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.44%

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$39,959

$96,643-58.7%

$86,617-53.9%

$139,456-71.3%

Participation rate

50.0%

74.4%-24.4pp

71.7%-21.7pp

80.3%-30.3pp

Annual return

13.87%

106.57%-92.7pp

591.91%-578.0pp

373.45%-359.6pp

Employer contribution / active EE

$6,778

$3,264+107.6%

$3,023+124.2%

$4,753+42.6%

Participant deferral / active EE

$1,000

$4,835-79.3%

$4,437-77.5%

$6,711-85.1%

Admin fee / account holder

$6,406-100.0%

$5,613-100.0%

$11,407-100.0%

AMERICAN ZIONIST MOVEMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AMERICAN ZIONIST MOVEMENT 401(K) 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