Retirement plan

TOEWS CORPORATION 401 K PROFIT SHARING PLAN TRUST

Name: TOEWS CORPORATION - TOEWS CORPORATION 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: TOEWS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOEWS CORPORATION 401 K PROFIT SHARING PLAN TRUST, TOEWS CORPORATION

TOEWS CORPORATIONEIN 23-2779174Plan #001PY 2016

1750 ZION RD STE 201 - NORTHFIELD, NJ 082251844800-511-8490

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$1.2M

+30.6% from 2015

Total participants

+35.0% from 2015

Average account balance

$64,691

+16.1% from 2015

Annual return

3.63%

+9.77 pp from 2015

Benchmarks

See 7,671 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,671 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.18M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

148.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$424K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5727

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$64,691

$87,834-26.3%

$133,975-51.7%

$62,881+2.9%

Participation rate

64.0%

83.4%-19.4pp

87.1%-23.1pp

69.3%-5.3pp

Annual return

3.63%

12.05%-8.4pp

29.29%-25.7pp

20.14%-16.5pp

Employer contribution / active EE

$2,462

$3,482-29.3%

$5,211-52.8%

$2,281+7.9%

Participant deferral / active EE

$7,147

$4,812+48.5%

$6,282+13.8%

$3,203+123.2%

Admin fee / account holder

$5,372-100.0%

$9,324-100.0%

$4,296-100.0%

TOEWS CORPORATION 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TOEWS CORPORATION 401 K PROFIT SHARING PLAN TRUST

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