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 (2020) 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 2020

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$309K

+71.9% from 2019

Total participants

+20.0% from 2019

Average account balance

$16,272

+53.8% from 2019

Annual return

33.31%

+1.95 pp from 2019

Benchmarks

See 4,277 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,277 peers

Snapshot2020

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

$3K

$101 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.882%

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

$16,272

$52,279-68.9%

$89,435-81.8%

$79,856-79.6%

Participation rate

59.3%

57.5%+1.7pp

68.0%-8.7pp

69.6%-10.4pp

Annual return

33.31%

22.16%+11.2pp

245.55%-212.2pp

31.71%+1.6pp

Employer contribution / active EE

$895

$1,572-43.0%

$2,587-65.4%

$2,471-63.8%

Participant deferral / active EE

$1,763

$2,740-35.7%

$3,890-54.7%

$3,741-52.9%

Admin fee / account holder

$144

$3,356-95.7%

$4,884-97.1%

$5,306-97.3%

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