Retirement plan

VISION SALES AND MARKETING INTERNATIONAL 401(K) PLAN

Name: VISION SALES AND MARKETING INTERNATIONAL - VISION SALES AND MARKETING INTERNATIONAL 401(K) PLAN (2022) Form 5500
Creator: VISION SALES AND MARKETING INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISION SALES AND MARKETING INTERNATIONAL 401(K) PLAN, VISION SALES AND MARKETING INTERNATIONAL

VISION SALES AND MARKETING INTERNATIONALEIN 20-0938554Plan #001PY 2022

704 228TH AVENUE NE, # 255 - SAMMAMISH, WA 98074425-417-0807

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$556K

-6.8% from 2021

Total participants

0.0% from 2021

Average account balance

$138,935

-30.1% from 2021

Annual return

-18.48%

-49.17 pp from 2021

Benchmarks

See 23,480 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,480 peers

Snapshot2022

See peer percentile detail. $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.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$258K

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

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+25.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5923

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 codes2E2F2G2J2R2T3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$138,935

$142,344-2.4%

$119,609+16.2%

$134,475+3.3%

Participation rate

80.0%

82.8%-2.8pp

79.3%+0.7pp

81.2%-1.2pp

Annual return

-18.48%

-12.44%-6.0pp

-14.97%-3.5pp

417.96%-436.4pp

Employer contribution / active EE

$1,534

$5,222-70.6%

$4,232-63.8%

$4,740-67.6%

Participant deferral / active EE

$12,354

$6,469+91.0%

$5,602+120.5%

$6,400+93.0%

Admin fee / account holder

$13,584-100.0%

$10,323-100.0%

$11,426-100.0%

VISION SALES AND MARKETING INTERNATIONAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VISION SALES AND MARKETING INTERNATIONAL 401(K) PLAN

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