Retirement plan

GOTHAM WRITERS' WORKSHOP, INC. 401(K) PLAN

Name: GOTHAM WRITERS' WORKSHOP, INC. - GOTHAM WRITERS' WORKSHOP, INC. 401(K) PLAN (2024) Form 5500
Creator: GOTHAM WRITERS' WORKSHOP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOTHAM WRITERS' WORKSHOP, INC. 401(K) PLAN, GOTHAM WRITERS' WORKSHOP, INC.

GOTHAM WRITERS' WORKSHOP, INC.EIN 13-3696873Plan #001PY 2024

555 EIGHTH AVENUE, SUITE 1402 - NEW YORK, NY 100184358212-974-8377writingclasses.comLinkedIn51-200 employeeswriting and editing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+18.0% from 2023

Total participants

+5.9% from 2023

Average account balance

$71,393

+11.5% from 2023

Annual return

12.77%

-4.30 pp from 2023

Benchmarks

See 8,067 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,067 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$136

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$189 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.191%

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

$71,393

$72,403-1.4%

$67,524+5.7%

$145,978-51.1%

Participation rate

100.0%

76.9%+23.1pp

72.9%+27.1pp

80.3%+19.7pp

Annual return

12.77%

7197.23%-7184.5pp

3519.41%-3506.6pp

550.52%-537.7pp

Employer contribution / active EE

$1,317

$3,072-57.1%

$2,734-51.8%

$4,662-71.8%

Participant deferral / active EE

$3,275

$4,782-31.5%

$4,001-18.2%

$6,690-51.1%

Admin fee / account holder

$136

$5,541-97.5%

$4,001-96.6%

$13,400-99.0%

GOTHAM WRITERS' WORKSHOP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOTHAM WRITERS' WORKSHOP, INC. 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