Retirement plan

CJM ENTERPRISES OF ORANGE COUNTY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: CJM ENTERPRISES OF ORANGE COUNTY, INC. - CJM ENTERPRISES OF ORANGE COUNTY, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2023) Form 5500
Creator: CJM ENTERPRISES OF ORANGE COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CJM ENTERPRISES OF ORANGE COUNTY, INC. 401(K) PROFIT SHARING PLAN AND TRUST, CJM ENTERPRISES OF ORANGE COUNTY, INC.

CJM ENTERPRISES OF ORANGE COUNTY, INC.EIN 22-3644331Plan #001PY 2023

3 SLOANE ROAD - NEWBURGH, NY 12550845-733-5936

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$752K

+10.2% from 2022

Total participants

0.0% from 2022

Average account balance

$751,705

+10.2% from 2022

Annual return

10.24%

+19.51 pp from 2022

Benchmarks

See 51,545 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort51,545 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-1.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$736546

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$100

$100 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.013%

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

$751,705

$106,280+607.3%

$96,538+678.7%

$139,487+438.9%

Participation rate

100.0%

77.8%+22.2pp

74.3%+25.7pp

80.3%+19.7pp

Annual return

10.24%

38.48%-28.2pp

35.74%-25.5pp

373.84%-363.6pp

Employer contribution / active EE

$4,107-100.0%

$3,740-100.0%

$4,755-100.0%

Participant deferral / active EE

$5,457-100.0%

$4,880-100.0%

$6,713-100.0%

Admin fee / account holder

$100

$7,888-98.7%

$6,737-98.5%

$11,407-99.1%

CJM ENTERPRISES OF ORANGE COUNTY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CJM ENTERPRISES OF ORANGE COUNTY, INC. 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