Retirement plan

NEW WINDSOR VOLUNTEER AMBULANCE 401(K) PROFIT SHARING PLAN AND TRUST

Name: NEW WINDSOR VOLUNTEER AMBULANCE - NEW WINDSOR VOLUNTEER AMBULANCE 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: NEW WINDSOR VOLUNTEER AMBULANCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW WINDSOR VOLUNTEER AMBULANCE 401(K) PROFIT SHARING PLAN AND TRUST, NEW WINDSOR VOLUNTEER AMBULANCE

NEW WINDSOR VOLUNTEER AMBULANCEEIN 22-2323451Plan #001PY 2024

P.O. BOX 4334 - NEW WINDSOR, NY 12553845-563-3114LinkedIn11-50 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$982K

+43.6% from 2023

Total participants

+5.6% from 2023

Average account balance

$30,689

+30.2% from 2023

Annual return

18.04%

-6.85 pp from 2023

Benchmarks

See 5,410 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,410 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$982K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

45.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

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

+18.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$278

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 codes2E2J

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.

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

$9K

$193 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.906%

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

$30,689

$57,140-46.3%

$85,240-64.0%

$80,959-62.1%

Participation rate

45.7%

56.4%-10.8pp

67.5%-21.9pp

67.7%-22.0pp

Annual return

18.04%

21.71%-3.7pp

66.75%-48.7pp

35.67%-17.6pp

Employer contribution / active EE

$1,593

$1,802-11.6%

$2,735-41.7%

$2,757-42.2%

Participant deferral / active EE

$2,392

$3,115-23.2%

$4,527-47.2%

$4,300-44.4%

Admin fee / account holder

$278

$4,992-94.4%

$6,165-95.5%

$6,925-96.0%

NEW WINDSOR VOLUNTEER AMBULANCE 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW WINDSOR VOLUNTEER AMBULANCE 401(K) PROFIT SHARING PLAN AND 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