Retirement plan

WARREN COUNTY HEAD START, INC. PROFIT SHARING PLAN

Name: WARREN COUNTY HEAD START, INC. - WARREN COUNTY HEAD START, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: WARREN COUNTY HEAD START, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WARREN COUNTY HEAD START, INC. PROFIT SHARING PLAN, WARREN COUNTY HEAD START, INC.

WARREN COUNTY HEAD START, INC.EIN 13-3230609Plan #001PY 2024

11 PEARL STREET - GLENS FALLS, NY 12801518-798-7555warrencountyheadstartny.orgLinkedIn51-200 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+26.5% from 2023

Total participants

+11.3% from 2023

Average account balance

$22,208

+8.9% from 2023

Annual return

20.73%

+14.99 pp from 2023

Benchmarks

See 4,475 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,475 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

161.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

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

+20.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$292

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.

Expense breakdown

Schedule H Part II

Admin total

$23K

$471 / participant

Other / not subdivided$23K100.0%

% of EOY assets

1.316%

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

$22,208

$48,314-54.0%

$67,561-67.1%

$80,925-72.6%

Participation rate

100.0%

66.4%+33.6pp

72.9%+27.1pp

67.7%+32.3pp

Annual return

20.73%

18.28%+2.4pp

3525.44%-3504.7pp

35.65%-14.9pp

Employer contribution / active EE

$612

$2,022-69.7%

$2,735-77.6%

$2,756-77.8%

Participant deferral / active EE

$1,295

$2,927-55.7%

$4,003-67.6%

$4,299-69.9%

Admin fee / account holder

$292

$3,690-92.1%

$4,006-92.7%

$6,940-95.8%

WARREN COUNTY HEAD START, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WARREN COUNTY HEAD START, INC. PROFIT SHARING 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