Retirement plan

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

Name: EMPTY STOCKING FUND, INC. - EMPTY STOCKING FUND, INC. SAFE HARBOR 401(K) (2017) 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 2017

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)

$216K

+22.9% from 2016

Total participants

0.0% from 2016

Average account balance

No prior year

Annual return

10.99%

+4.18 pp from 2016

Benchmarks

See 32,065 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,065 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17557

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

$99,017-100.0%

$86,587-100.0%

$147,585-100.0%

Participation rate

0.0%

76.3%-76.3pp

73.5%-73.5pp

82.8%-82.8pp

Annual return

10.99%

1312.37%-1301.4pp

964.86%-953.9pp

578.56%-567.6pp

Employer contribution / active EE

$7,909

$3,132+152.5%

$2,839+178.6%

$4,876+62.2%

Participant deferral / active EE

$2,575

$3,972-35.2%

$3,609-28.6%

$5,439-52.7%

Admin fee / account holder

$5,710-100.0%

$4,906-100.0%

$10,885-100.0%

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