Retirement plan

OBSESSIVE COMPULSIVE FOUNDATIO 401 K PROFIT SHARING PLAN TRUST

Name: OBSESSIVE COMPULSIVE FOUNDATIO - OBSESSIVE COMPULSIVE FOUNDATIO 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: OBSESSIVE COMPULSIVE FOUNDATIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OBSESSIVE COMPULSIVE FOUNDATIO 401 K PROFIT SHARING PLAN TRUST, OBSESSIVE COMPULSIVE FOUNDATIO

OBSESSIVE COMPULSIVE FOUNDATIOEIN 22-2894564Plan #001PY 2015

18 TREMONT ST #308 - BOSTON, MA 02108617-973-5801iocdf.orgLinkedIn11-50 employeesmental health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$225K

No prior year

Total participants

No prior year

Average account balance

$16,073

No prior year

Annual return

-0.00%

No prior year

Benchmarks

See 15,269 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort15,269 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$831K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

171.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4615

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 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

$456

$41 / participant

Other / not subdivided$456100.0%

% of EOY assets

0.203%

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

$16,073

$82,630-80.5%

$64,105-74.9%

$125,389-87.2%

Participation rate

90.9%

75.9%+15.1pp

68.2%+22.7pp

83.2%+7.7pp

Annual return

-0.00%

1489.72%-1489.7pp

791.24%-791.2pp

282.24%-282.2pp

Employer contribution / active EE

$1,761

$2,671-34.1%

$1,820-3.3%

$4,866-63.8%

Participant deferral / active EE

$3,565

$3,608-1.2%

$2,822+26.3%

$5,352-33.4%

Admin fee / account holder

$33

$6,382-99.5%

$4,499-99.3%

$9,541-99.7%

OBSESSIVE COMPULSIVE FOUNDATIO 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OBSESSIVE COMPULSIVE FOUNDATIO 401 K 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