Retirement plan

WILLOWDALE CHAPEL 401(K) PROFIT SHARING PLAN

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

WILLOWDALE CHAPELEIN 23-2174798Plan #001PY 2022

675 UNIONVILLE RD - KENNETT SQUARE, PA 19348610-444-2670willowdalechapel.orgLinkedIn11-50 employeesreligious institutions

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

-13.6% from 2021

Total participants

+3.1% from 2021

Average account balance

$42,772

-13.6% from 2021

Annual return

-20.81%

-38.35 pp from 2021

Benchmarks

See 39,277 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,277 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.73M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

147.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

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

+15.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8155

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 codes2E2J2F2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$9K

$391 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.693%

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

$42,772

$92,766-53.9%

$82,763-48.3%

$134,545-68.2%

Participation rate

81.8%

75.2%+6.6pp

72.6%+9.3pp

81.2%+0.6pp

Annual return

-20.81%

946.97%-967.8pp

702.45%-723.3pp

418.37%-439.2pp

Employer contribution / active EE

$1,939

$3,273-40.8%

$3,008-35.5%

$4,742-59.1%

Participant deferral / active EE

$3,143

$4,802-34.5%

$4,395-28.5%

$6,401-50.9%

Admin fee / account holder

$296

$5,978-95.0%

$5,325-94.4%

$11,431-97.4%

WILLOWDALE CHAPEL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLOWDALE CHAPEL 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