Retirement plan

FISH REAL ESTATE, INC. 401K PLAN

Name: FISH REAL ESTATE, INC. - FISH REAL ESTATE, INC. 401K PLAN (2023) Form 5500
Creator: FISH REAL ESTATE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FISH REAL ESTATE, INC. 401K PLAN, FISH REAL ESTATE, INC.

FISH REAL ESTATE, INC.EIN 23-3035526Plan #002PY 2023

1868 E. THIRD STREET - WILLIAMSPORT, PA 177013923570-326-1561

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$580K

+30.4% from 2022

Total participants

-7.7% from 2022

Average account balance

$48,345

+41.3% from 2022

Annual return

19.53%

+35.96 pp from 2022

Benchmarks

See 19,270 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,270 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$890K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1839

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

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

$1K

$194 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.234%

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

$48,345

$202,463-76.1%

$169,397-71.5%

$139,487-65.3%

Participation rate

100.0%

81.1%+18.9pp

77.2%+22.8pp

80.3%+19.7pp

Annual return

19.53%

532.64%-513.1pp

406.23%-386.7pp

373.84%-354.3pp

Employer contribution / active EE

$1,590

$4,694-66.1%

$4,013-60.4%

$4,755-66.6%

Participant deferral / active EE

$5,477

$6,941-21.1%

$6,223-12.0%

$6,713-18.4%

Admin fee / account holder

$113

$10,726-98.9%

$9,017-98.7%

$11,407-99.0%

FISH REAL ESTATE, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FISH REAL ESTATE, INC. 401K 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