Retirement plan

STATE LEGISLATIVE LEADERS FOUNDATION, INC. 401K PLAN

Name: STATE LEGISLATIVE LEADERS FOUNDATION, INC. - STATE LEGISLATIVE LEADERS FOUNDATION, INC. 401K PLAN (2016) Form 5500
Creator: STATE LEGISLATIVE LEADERS FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STATE LEGISLATIVE LEADERS FOUNDATION, INC. 401K PLAN, STATE LEGISLATIVE LEADERS FOUNDATION, INC.

STATE LEGISLATIVE LEADERS FOUNDATION, INC.EIN 23-7148478Plan #001PY 2016

481 MAIN STREET - CENTERVILLE, MA 02632508-771-3821sllf.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed October 11, 2019 (most recent of 3 filings on file)

Plan administrator

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481 Main Street

Centreville, MA 02632

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Plans declared (1)

State Legislative Leaders Foundation, Inc. 457(f) Deferred Compensation Plan1 emp

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Total assets (EOY)

$464K

+64.9% from 2015

Total participants

0.0% from 2015

Average account balance

$46,436

+64.9% from 2015

Annual return

15.40%

+18.61 pp from 2015

Benchmarks

See 5,384 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,384 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.36M

Not enough data

1 years with asset history on file

Average account balance

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

$197K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$189K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+17.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2259

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

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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 codes2F2G2J3D

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$46,436

$65,712-29.3%

$57,196-18.8%

$273,972-83.1%

Participation rate

100.0%

78.3%+21.7pp

75.3%+24.7pp

83.0%+17.0pp

Annual return

15.40%

22.01%-6.6pp

14.59%+0.8pp

41.46%-26.1pp

Employer contribution / active EE

$4,161

$3,280+26.9%

$2,683+55.1%

$4,869-14.5%

Participant deferral / active EE

$9,786

$3,782+158.8%

$3,096+216.1%

$5,287+85.1%

Admin fee / account holder

$4,838-100.0%

$3,141-100.0%

$10,133-100.0%

STATE LEGISLATIVE LEADERS FOUNDATION, INC. 401K PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STATE LEGISLATIVE LEADERS FOUNDATION, INC. 401K PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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