Retirement plan

DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION

Name: THE ACHELIS AND BODMAN FOUNDATION - DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION (2023) Form 5500
Creator: THE ACHELIS AND BODMAN FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION, THE ACHELIS AND BODMAN FOUNDATION

THE ACHELIS AND BODMAN FOUNDATIONEIN 13-6022018Plan #001PY 2023

420 LEXINGTON AVENUE - NEW YORK, NY 10170212-644-0322achelisbodman.orgLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$1.2M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+25.2% from 2022

Total participants

0.0% from 2022

Average account balance

$1,305,152

+25.2% from 2022

Annual return

21.20%

+42.75 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.88M

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

1 years with headcount on file

Eligible Participants and Participation

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

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$47K

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

+14.23%

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 codes2C2J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,305,152

$96,678+1250.0%

$86,640+1406.4%

$139,466+835.8%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

21.20%

106.69%-85.5pp

592.52%-571.3pp

373.66%-352.5pp

Employer contribution / active EE

$42,000

$3,265+1186.2%

$3,024+1288.7%

$4,754+783.5%

Participant deferral / active EE

$4,837-100.0%

$4,438-100.0%

$6,712-100.0%

Admin fee / account holder

$6,410-100.0%

$5,616-100.0%

$11,409-100.0%

DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION

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