Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE STICKLEY MUSEUM AT CRAFTSMAN FARMS, INC.

Name: THE STICKLEY MUSEUM AT CRAFTSM - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE STICKLEY MUSEUM AT CRAFTSMAN FARMS, INC. (2022) Form 5500
Creator: THE STICKLEY MUSEUM AT CRAFTSM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE STICKLEY MUSEUM AT CRAFTSMAN FARMS, INC., THE STICKLEY MUSEUM AT CRAFTSM

THE STICKLEY MUSEUM AT CRAFTSMEIN 22-2944249Plan #001PY 2022

2352 RTE 10 E - MORRIS PLAINS, NJ 079501249973-540-0311stickleymuseum.orgLinkedIn1-10 employeesmuseums and institutions

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$56K

-0.4% from 2021

Total participants

0.0% from 2021

Average account balance

$11,121

-0.4% from 2021

Annual return

-13.86%

-29.00 pp from 2021

Benchmarks

See 459 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort459 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$87K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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

$11K

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

+9.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$815

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 codes2G3D2J2T

Plan features

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$22

$6 / participant

Other / not subdivided$22100.0%

% of EOY assets

0.040%

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

$11,121

$61,596-81.9%

$134,545-91.7%

Participation rate

100.0%

67.3%+32.7pp

81.2%+18.8pp

Annual return

-13.86%

-10.55%-3.3pp

418.37%-432.2pp

Employer contribution / active EE

$2,755-100.0%

$4,742-100.0%

Participant deferral / active EE

$1,874

$4,151-54.9%

$6,401-70.7%

Admin fee / account holder

$4,137-99.9%

$11,431-100.0%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE STICKLEY MUSEUM AT CRAFTSMAN FARMS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE STICKLEY MUSEUM AT CRAFTSMAN FARMS, INC.

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