Retirement plan

AJ MISSERT INC UNION 401K PLAN

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

AJ MISSERT INCEIN 15-0389003Plan #002PY 2023

1001 CHAMPLAIN STREET - OGDENSBURG, NY 136690000315-393-2530LinkedIn11-50 employeesfood production

Other plans on this EIN

1 filing

#001Retirement-$11.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$557K

+33.9% from 2022

Total participants

+45.5% from 2022

Average account balance

$18,561

-1.8% from 2022

Annual return

22.11%

+43.91 pp from 2022

Benchmarks

See 4,362 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,362 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$691K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$441

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

$485

$23 / participant

Other / not subdivided$485100.0%

% of EOY assets

0.087%

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

$18,561

$95,664-80.6%

$76,902-75.9%

$139,487-86.7%

Participation rate

90.5%

74.0%+16.5pp

69.6%+20.9pp

80.3%+10.1pp

Annual return

22.11%

55.03%-32.9pp

37.91%-15.8pp

373.84%-351.7pp

Employer contribution / active EE

$1,510

$3,147-52.0%

$2,534-40.4%

$4,755-68.2%

Participant deferral / active EE

$819

$4,626-82.3%

$3,833-78.6%

$6,713-87.8%

Admin fee / account holder

$16

$8,311-99.8%

$5,479-99.7%

$11,407-99.9%

AJ MISSERT INC UNION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AJ MISSERT INC UNION 401K 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