Retirement plan

THE NEW JERUSALEM FOUNDATION 401(K) PROFIT SHARING PLAN

Name: THE NEW JERUSALEM FOUNDATION - THE NEW JERUSALEM FOUNDATION 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: THE NEW JERUSALEM FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NEW JERUSALEM FOUNDATION 401(K) PROFIT SHARING PLAN, THE NEW JERUSALEM FOUNDATION

THE NEW JERUSALEM FOUNDATIONEIN 20-7370119Plan #001PY 2024

1538 BRIGHTON GLEN RD. - SAN MARCOS, CA 92078858-776-9559LinkedIn1-10 employeesreligious institutions

Prospect flagsHigh assets / participant

Top hat statement on fileNQDC

Filed November 28, 2017

Plan administrator

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4691 Rancho Laguna Bend

San Diego State: CA Zip Code: 92130

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Plans declared (1)

The New Jerusalem Foundation 457 Deferred Compensation Plan3 emp

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Total assets (EOY)

$1.7M

+18.2% from 2023

Total participants

0.0% from 2023

Average account balance

$558,908

+18.2% from 2023

Annual return

15.59%

+9.72 pp from 2023

Benchmarks

See 49,949 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,949 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$559K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

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

+15.59%

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

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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 codes2E2F2G2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$558,908

$88,754+529.7%

$81,820+583.1%

$145,877+283.1%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

15.59%

1031.77%-1016.2pp

777.93%-762.3pp

551.28%-535.7pp

Employer contribution / active EE

$11,796

$3,085+282.3%

$2,915+304.6%

$4,663+153.0%

Participant deferral / active EE

$6,688

$4,648+43.9%

$4,323+54.7%

$6,6910%

Admin fee / account holder

$8,424-100.0%

$7,391-100.0%

$13,402-100.0%

THE NEW JERUSALEM FOUNDATION 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE NEW JERUSALEM FOUNDATION 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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