Retirement plan

EMPTY STOCKING FUND, INC. SAFE HARBOR 401(K)

Name: EMPTY STOCKING FUND, INC. - EMPTY STOCKING FUND, INC. SAFE HARBOR 401(K) (2016) Form 5500
Creator: EMPTY STOCKING FUND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPTY STOCKING FUND, INC. SAFE HARBOR 401(K), EMPTY STOCKING FUND, INC.

EMPTY STOCKING FUND, INC.EIN 23-7159125Plan #002PY 2016

1975 CENTURY CENTER BLVD 16 - ATLANTA, GA 30345404-876-8697emptystockingfund.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$176K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

6.81%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$44K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+8.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$389377

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 codes2J

Plan features

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.

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

$90,486-100.0%

$78,676-100.0%

$273,972-100.0%

Participation rate

0.0%

76.5%-76.5pp

73.6%-73.6pp

83.0%-83.0pp

Annual return

6.81%

75.62%-68.8pp

62.19%-55.4pp

41.46%-34.6pp

Employer contribution / active EE

$7,538

$3,175+137.4%

$2,850+164.5%

$4,869+54.8%

Participant deferral / active EE

$2,790

$3,901-28.5%

$3,517-20.7%

$5,287-47.2%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,133-100.0%

EMPTY STOCKING FUND, INC. SAFE HARBOR 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPTY STOCKING FUND, INC. SAFE HARBOR 401(K)

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