Retirement plan

FIRST BAPTIST CHURCH OF NEWTOWN RETIREMENT PLAN

Name: GRACE POINT FIRST BAPTIST CHURCH OF NEWTOWN - FIRST BAPTIST CHURCH OF NEWTOWN RETIREMENT PLAN (2025) Form 5500
Creator: GRACE POINT FIRST BAPTIST CHURCH OF NEWTOWN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIRST BAPTIST CHURCH OF NEWTOWN RETIREMENT PLAN, GRACE POINT FIRST BAPTIST CHURCH OF NEWTOWN

GRACE POINT FIRST BAPTIST CHURCH OF NEWTOWNEIN 23-2212207Plan #001PY 2025

592 WASHINGTON CROSSING ROAD - NEWTOWN, PA 18940215-968-2354

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$476K

+24.0% from 2024

Total participants

0.0% from 2024

Average account balance

$43,235

+24.0% from 2024

Annual return

16.75%

+3.12 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$476K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$190

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 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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$261 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.440%

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

$43,235

$157,829-72.6%

$136,867-68.4%

$198,609-78.2%

Participation rate

100.0%

77.2%+22.8pp

74.5%+25.5pp

82.4%+17.6pp

Annual return

16.75%

51.25%-34.5pp

42.97%-26.2pp

202.70%-186.0pp

Employer contribution / active EE

$2,111

$3,923-46.2%

$3,547-40.5%

$5,055-58.2%

Participant deferral / active EE

$1,363

$5,463-75.1%

$4,924-72.3%

$6,977-80.5%

Admin fee / account holder

$190

$11,107-98.3%

$10,340-98.2%

$19,030-99.0%

FIRST BAPTIST CHURCH OF NEWTOWN RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIRST BAPTIST CHURCH OF NEWTOWN RETIREMENT 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