Retirement plan

JERUSALEM PHARMACY PROFIT SHARING PLAN

Name: JERUSALEM PHARMACY - JERUSALEM PHARMACY PROFIT SHARING PLAN (2024) Form 5500
Creator: JERUSALEM PHARMACY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JERUSALEM PHARMACY PROFIT SHARING PLAN, JERUSALEM PHARMACY

JERUSALEM PHARMACYEIN 20-3501678Plan #002PY 2024

1414 MAIN AVENUE, STE 16 - CLIFTON, NJ 07013973-340-6200jerusalempharmacy.comLinkedIn1-10 employeespharmaceuticals

Other plans on this EIN

1 filing

#001Retirement-$522K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$571K

+17.5% from 2023

Total participants

0.0% from 2023

Average account balance

$33,594

+17.5% from 2023

Annual return

8.75%

-9.54 pp from 2023

Benchmarks

See 22,293 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,293 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$657K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

360.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$382

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$1190 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.042%

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

$33,594

$111,830-70.0%

$93,696-64.1%

$145,884-77.0%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

8.75%

204.08%-195.3pp

133.74%-125.0pp

551.85%-543.1pp

Employer contribution / active EE

$2,400

$3,093-22.4%

$2,422-0.9%

$4,662-48.5%

Participant deferral / active EE

$6,100

$4,920+24.0%

$4,417+38.1%

$6,690-8.8%

Admin fee / account holder

$350

$10,249-96.6%

$8,287-95.8%

$13,392-97.4%

JERUSALEM PHARMACY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JERUSALEM PHARMACY 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