Retirement plan

NANCY YOST LITERARY AGENCY, INC. 401(K) PROFIT SHARING PLAN

Name: NANCY YOST LITERARY AGENCY, INC. - NANCY YOST LITERARY AGENCY, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: NANCY YOST LITERARY AGENCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NANCY YOST LITERARY AGENCY, INC. 401(K) PROFIT SHARING PLAN, NANCY YOST LITERARY AGENCY, INC.

NANCY YOST LITERARY AGENCY, INC.EIN 20-1964523Plan #001PY 2023

121 W. 27TH STREET, #1201 - NEW YORK, NY 10001212-239-2861LinkedIn1-10 employeesinformation services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$627K

+29.2% from 2022

Total participants

-14.3% from 2022

Average account balance

$104,468

+29.2% from 2022

Annual return

14.42%

+27.70 pp from 2022

Benchmarks

See 11,277 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort11,277 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$797K

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+13.20%

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 codes2E2F2J2T3D

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).
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.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$104,468

$105,145-0.6%

$94,664+10.4%

$139,466-25.1%

Participation rate

100.0%

82.4%+17.6pp

80.8%+19.2pp

80.3%+19.7pp

Annual return

14.42%

38.09%-23.7pp

156.84%-142.4pp

373.66%-359.2pp

Employer contribution / active EE

$3,941

$4,107-4.0%

$3,673+7.3%

$4,754-17.1%

Participant deferral / active EE

$10,437

$7,599+37.4%

$7,417+40.7%

$6,712+55.5%

Admin fee / account holder

$8,972-100.0%

$7,222-100.0%

$11,409-100.0%

NANCY YOST LITERARY AGENCY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NANCY YOST LITERARY AGENCY, INC. 401(K) PROFIT SHARING 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