Retirement plan

DASSAULT FALCON JET CORPORATION VOLUNTARY INVESTMENT PLAN

Name: DASSAULT FALCON JET CORPORATION - DASSAULT FALCON JET CORPORATION VOLUNTARY INVESTMENT PLAN (2020) Form 5500
Creator: DASSAULT FALCON JET CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DASSAULT FALCON JET CORPORATION VOLUNTARY INVESTMENT PLAN, DASSAULT FALCON JET CORPORATION

DASSAULT FALCON JET CORPORATIONEIN 22-1978098Plan #002PY 2020

TETERBORO AIRPORT, BOX 2000 - SOUTH HACKENSACK, NJ 07606201-541-4409dassaultfalcon.comLinkedIn1001-5000 employeesaviation & aerospace

Other plans on this EIN

2 filings

#001Retirement-$388.4M assets #003Retirement-$229.3M assets

Prospect flagsLow returnsLow assets / participant

Top hat statement on fileNQDC

Filed November 9, 2023

Plan administrator

Plan administrator name— Sign in and upgrade to view

200 Riser Road

Little Ferry, NJ 07643

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Plans declared (2)

RIRP13 emp
Deferred Comp Plan5 emp

Total covered: 18 employees

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Total assets (EOY)

$63K

-0.7% from 2016

Total participants

0.0% from 2016

Average account balance

$21,087

-0.7% from 2016

Annual return

2.19%

+0.20 pp from 2016

Benchmarks

See 21,443 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,443 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$44K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21610

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 codes2G2K3H

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$70

$70 / participant

Other / not subdivided$70100.0%

% of EOY assets

0.111%

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

$21,087

$112,136-81.2%

$95,968-78.0%

$158,988-86.7%

Participation rate

100.0%

79.0%+21.0pp

77.1%+22.9pp

82.0%+18.0pp

Annual return

2.19%

171.21%-169.0pp

91.65%-89.5pp

303.00%-300.8pp

Employer contribution / active EE

$3,199-100.0%

$2,542-100.0%

$4,763-100.0%

Participant deferral / active EE

$4,784-100.0%

$4,167-100.0%

$5,983-100.0%

Admin fee / account holder

$23

$10,137-99.8%

$6,798-99.7%

$11,252-99.8%

DASSAULT FALCON JET CORPORATION VOLUNTARY INVESTMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DASSAULT FALCON JET CORPORATION VOLUNTARY INVESTMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

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