Retirement plan

THE CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATI PROFIT SHARING PLAN

Name: THE CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATI - THE CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATI PROFIT SHARING PLAN (2021) Form 5500
Creator: THE CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATI PROFIT SHARING PLAN, THE CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATI

THE CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATIEIN 20-0902286Plan #005PY 2021

3120 BURNET AVENUE, STE 201 - CINCINNATI, OH 45229513-585-9871

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 16, 2008

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$291K

+35.3% from 2020

Total participants

+22.2% from 2020

Average account balance

$32,310

+20.3% from 2020

Annual return

27.13%

+26.45 pp from 2020

Benchmarks

See 37,669 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,669 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$214K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

220.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$313

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

+12.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1063

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2A2E2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

$160

$20 / participant

Other / not subdivided$160100.0%

% of EOY assets

0.055%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,310

$109,817-70.6%

$98,442-67.2%

$167,490-80.7%

Participation rate

75.0%

75.8%-0.8pp

73.3%+1.7pp

82.1%-7.1pp

Annual return

27.13%

1956.69%-1929.6pp

1492.73%-1465.6pp

478.56%-451.4pp

Employer contribution / active EE

$2,198

$3,224-31.8%

$2,960-25.7%

$4,837-54.6%

Participant deferral / active EE

$4,673-100.0%

$4,276-100.0%

$6,341-100.0%

Admin fee / account holder

$18

$6,753-99.7%

$5,949-99.7%

$12,309-99.9%

THE CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATI PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATI PROFIT SHARING PLAN

Top hat statement on fileNQDC

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