Retirement plan

FIRST NATIONAL CAPITAL, INC. 401(K) PROFIT SHARING PLAN

Name: FIRST NATIONAL CAPITAL, INC. - FIRST NATIONAL CAPITAL, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: FIRST NATIONAL CAPITAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIRST NATIONAL CAPITAL, INC. 401(K) PROFIT SHARING PLAN, FIRST NATIONAL CAPITAL, INC.

FIRST NATIONAL CAPITAL, INC.EIN 22-2559137Plan #007PY 2022

790 PENLLYN BLUE BELL PIKE STE 208 - BLUE BELL, PA 194221658215-540-5400firstnationalescape.comLinkedIn1-10 employeesentertainment

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

+9.8% from 2021

Total participants

0.0% from 2021

Average account balance

$721,443

+9.8% from 2021

Annual return

10.86%

+3.38 pp from 2021

Benchmarks

See 8,685 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,685 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.55M

Not enough data

1 years with asset history on file

Average account balance

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

$887K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24500

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$77K

$19250 / participant

Other / not subdivided$77K100.0%

% of EOY assets

2.668%

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

$721,443

$82,324+776.4%

$68,803+948.6%

$134,545+436.2%

Participation rate

100.0%

75.1%+24.9pp

69.0%+31.0pp

81.2%+18.8pp

Annual return

10.86%

-2.17%+13.0pp

-6.37%+17.2pp

418.37%-407.5pp

Employer contribution / active EE

$12,500

$3,302+278.6%

$2,656+370.7%

$4,742+163.6%

Participant deferral / active EE

$4,740-100.0%

$3,942-100.0%

$6,401-100.0%

Admin fee / account holder

$19,250

$6,485+196.8%

$4,936+290.0%

$11,431+68.4%

FIRST NATIONAL CAPITAL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIRST NATIONAL CAPITAL, INC. 401(K) PROFIT SHARING PLAN

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