Retirement plan

ZEISER WILBERT VAULT, INC. PROFIT SHARING PLAN

Name: ZEISER WILBERT VAULT, INC. - ZEISER WILBERT VAULT, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: ZEISER WILBERT VAULT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZEISER WILBERT VAULT, INC. PROFIT SHARING PLAN, ZEISER WILBERT VAULT, INC.

ZEISER WILBERT VAULT, INC.EIN 16-0782625Plan #001PY 2022

750 HOWARD STREET - ELMIRA, NY 14904607-733-0568

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.9M

-6.1% from 2021

Total participants

0.0% from 2021

Average account balance

$104,921

-6.1% from 2021

Annual return

-11.01%

-25.03 pp from 2021

Benchmarks

See 5,556 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,556 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.61M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$185K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3207

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 codes2E2G2J3D2F

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.
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

$4K

$141 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.120%

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

$104,921

$73,009+43.7%

$90,756+15.6%

$68,495+53.2%

Participation rate

100.0%

70.8%+29.2pp

75.7%+24.3pp

67.9%+32.1pp

Annual return

-11.01%

-13.81%+2.8pp

-12.16%+1.1pp

-7.84%-3.2pp

Employer contribution / active EE

$2,282

$2,193+4.1%

$2,922-21.9%

$2,596-12.1%

Participant deferral / active EE

$3,962

$3,626+9.3%

$4,565-13.2%

$4,028-1.6%

Admin fee / account holder

$126

$5,896-97.9%

$8,445-98.5%

$5,403-97.7%

ZEISER WILBERT VAULT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZEISER WILBERT VAULT, 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