Retirement plan

PCACB PROFIT SHARING PLAN

Name: PENNSYLVANIA CERTIFICATION BOARD - PCACB PROFIT SHARING PLAN (2022) Form 5500
Creator: PENNSYLVANIA CERTIFICATION BOARD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PCACB PROFIT SHARING PLAN, PENNSYLVANIA CERTIFICATION BOARD

PENNSYLVANIA CERTIFICATION BOARDEIN 23-2330432Plan #001PY 2022

298 SOUTH PROGRESS AVE - HARRISBURG, PA 17109717-540-4455pacertboard.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

-7.3% from 2021

Total participants

0.0% from 2021

Average account balance

$433,063

-7.3% from 2021

Annual return

-9.75%

-50.49 pp from 2021

Benchmarks

See 6,939 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,939 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.74M

Not enough data

1 years with asset history on file

Average account balance

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

$685K

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+8.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63110

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 codes2E2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$433,063

$67,352+543.0%

$60,899+611.1%

$134,509+222.0%

Participation rate

100.0%

76.2%+23.8pp

73.1%+26.9pp

81.2%+18.8pp

Annual return

-9.75%

49.99%-59.7pp

16.92%-26.7pp

418.13%-427.9pp

Employer contribution / active EE

$9,588

$3,098+209.5%

$2,702+254.8%

$4,741+102.3%

Participant deferral / active EE

$1,886

$4,539-58.5%

$3,817-50.6%

$6,400-70.5%

Admin fee / account holder

$4,585-100.0%

$3,225-100.0%

$11,427-100.0%

PCACB PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PCACB PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion