Retirement plan

JASCO MANAGEMENT CORP. RETIREMENT PLAN

Name: JASCO MANAGEMENT CORP. - JASCO MANAGEMENT CORP. RETIREMENT PLAN (2018) Form 5500
Creator: JASCO MANAGEMENT CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JASCO MANAGEMENT CORP. RETIREMENT PLAN, JASCO MANAGEMENT CORP.

JASCO MANAGEMENT CORP.EIN 22-3058351Plan #001PY 2018

47 MILL ROAD - JERSEY CITY, NJ 07302201-309-0303LinkedIn1-10 employeesreal estate

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 6, 2016 (most recent of 2 filings on file)

Plan administrator

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47 Mill Road

Jersey City State: NJ Zip Code: 07302

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Plans declared (1)

JASCO Companies LLC Nonqualified Deferred Compensation Plan1 emp

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Total assets (EOY)

$2.3M

-1.5% from 2017

Total participants

+9.1% from 2017

Average account balance

$65,047

-9.7% from 2017

Annual return

-8.77%

-24.64 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.93M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

141.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$230K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$569

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

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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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$61 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.062%

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

$65,047

$211,946-69.3%

$169,452-61.6%

$135,379-52.0%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-8.77%

3.26%-12.0pp

1.83%-10.6pp

519.79%-528.6pp

Employer contribution / active EE

$2,477

$5,117-51.6%

$4,157-40.4%

$4,779-48.2%

Participant deferral / active EE

$4,787

$6,075-21.2%

$5,277-9.3%

$5,609-14.7%

Admin fee / account holder

$41

$11,472-99.6%

$9,110-99.6%

$10,828-99.6%

JASCO MANAGEMENT CORP. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JASCO MANAGEMENT CORP. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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