Retirement plan

GORDON VOORHEES INC 401(K) PLAN

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

GORDON VOORHEESEIN 13-3244993Plan #001PY 2023

504 W 110TH ST APT 2A # 2A - NEW YORK, NY 100252006212-864-8006gordonvoorheesinc.comLinkedIn1-10 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

+25.1% from 2022

Total participants

0.0% from 2022

Average account balance

-100.0% from 2022

Annual return

23.14%

+26.07 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.81M

Not enough data

1 years with asset history on file

Average account balance

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

$1.9M

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+17.18%

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$148,623-100.0%

$135,974-100.0%

$139,466-100.0%

Participation rate

0.0%

83.9%-83.9pp

81.9%-81.9pp

80.3%-80.3pp

Annual return

23.14%

79.30%-56.2pp

68.30%-45.2pp

373.66%-350.5pp

Employer contribution / active EE

$16,750

$5,246+219.3%

$4,859+244.7%

$4,754+252.3%

Participant deferral / active EE

$4,618

$8,103-43.0%

$7,760-40.5%

$6,712-31.2%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,409-100.0%

GORDON VOORHEES INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GORDON VOORHEES INC 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