Retirement plan

CVA AND TAHOE 401(K) PLAN

Name: CARSON VALLEY ACCOUNTING - CVA AND TAHOE 401(K) PLAN (2021) Form 5500
Creator: CARSON VALLEY ACCOUNTING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CVA AND TAHOE 401(K) PLAN, CARSON VALLEY ACCOUNTING

CARSON VALLEY ACCOUNTINGEIN 20-2883658Plan #002PY 2021

1663 HWY 385 STE 201 - MINDEN, NV 89423775-782-7874carsonvalleyaccounting.comLinkedIn11-50 employeesaccounting

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$99K

+281.7% from 2020

Total participants

+20.0% from 2020

Average account balance

$9,868

+205.4% from 2020

Annual return

27.07%

+27.07 pp from 2020

Benchmarks

See 126,102 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,102 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$415K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4925

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 codes2E2F2G2J2T3C3D

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.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$626

$52 / participant

Other / not subdivided$626100.0%

% of EOY assets

0.634%

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

$9,868

$176,105-94.4%

$159,474-93.8%

$167,536-94.1%

Participation rate

83.3%

85.0%-1.6pp

82.8%+0.5pp

82.1%+1.2pp

Annual return

27.07%

331.91%-304.8pp

263.68%-236.6pp

478.82%-451.7pp

Employer contribution / active EE

$2,020

$5,299-61.9%

$4,831-58.2%

$4,839-58.3%

Participant deferral / active EE

$3,466

$7,751-55.3%

$7,353-52.9%

$6,342-45.4%

Admin fee / account holder

$63

$12,559-99.5%

$10,802-99.4%

$12,315-99.5%

CVA AND TAHOE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CVA AND TAHOE 401(K) 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