Retirement plan

A ACTION FAMILY MOVING COMPANY 401K PROFIT SHARING PLAN & TRUST

Name: A ACTION FAMILY MOVING COMPANY, - A ACTION FAMILY MOVING COMPANY 401K PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: A ACTION FAMILY MOVING COMPANY,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A ACTION FAMILY MOVING COMPANY 401K PROFIT SHARING PLAN & TRUST, A ACTION FAMILY MOVING COMPANY,

A ACTION FAMILY MOVING COMPANY,EIN 22-2170213Plan #001PY 2022

925 NORTH LENOLA RD - MOORESTOWN, NJ 08057856-727-1060

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$455K

-11.9% from 2021

Total participants

-7.7% from 2021

Average account balance

$15,158

-6.0% from 2021

Annual return

-17.40%

-30.14 pp from 2021

Benchmarks

See 1,021 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort1,021 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$926K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

146.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1155

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 codes2E2F2G2J2T3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$765

$23 / participant

Other / not subdivided$765100.0%

% of EOY assets

0.168%

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

$15,158

$25,979-41.7%

$71,755-78.9%

$68,486-77.9%

Participation rate

47.1%

54.5%-7.4pp

62.3%-15.3pp

67.9%-20.8pp

Annual return

-17.40%

-15.10%-2.3pp

9.09%-26.5pp

-7.85%-9.5pp

Employer contribution / active EE

$900-100.0%

$1,704-100.0%

$2,597-100.0%

Participant deferral / active EE

$848

$1,522-44.3%

$2,656-68.1%

$4,028-78.9%

Admin fee / account holder

$26

$2,022-98.7%

$3,972-99.4%

$5,404-99.5%

A ACTION FAMILY MOVING COMPANY 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A ACTION FAMILY MOVING COMPANY 401K PROFIT SHARING PLAN & TRUST

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