Retirement plan

DVL, INC. SAVINGS PLAN

Name: DVL, INC. - DVL, INC. SAVINGS PLAN (2015) Form 5500
Creator: DVL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DVL, INC. SAVINGS PLAN, DVL, INC.

DVL, INC.EIN 13-2892858Plan #001PY 2015

70 EAST 55TH STREET - NEW YORK, NY 10022212-350-9900

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$711K

No prior year

Total participants

No prior year

Average account balance

$71,087

No prior year

Annual return

-1.57%

No prior year

Benchmarks

See 11,985 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort11,985 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$183K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+17.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12773

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$998

$100 / participant

Other / not subdivided$998100.0%

% of EOY assets

0.140%

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

$71,087

$197,819-64.1%

$155,789-54.4%

$125,389-43.3%

Participation rate

70.0%

82.1%-12.1pp

76.1%-6.1pp

83.2%-13.2pp

Annual return

-1.57%

86.73%-88.3pp

71.54%-73.1pp

282.24%-283.8pp

Employer contribution / active EE

$4,850-100.0%

$3,839-100.0%

$4,866-100.0%

Participant deferral / active EE

$4,640

$5,631-17.6%

$4,798-3.3%

$5,352-13.3%

Admin fee / account holder

$100

$9,544-99.0%

$7,477-98.7%

$9,541-99.0%

DVL, INC. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DVL, INC. SAVINGS 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