Retirement plan

THE MISSION OF YAHWEH 401K PROFIT SHARING PLAN AND TRUST

Name: THE MISSION OF YAHWEH INC - THE MISSION OF YAHWEH 401K PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: THE MISSION OF YAHWEH INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MISSION OF YAHWEH 401K PROFIT SHARING PLAN AND TRUST, THE MISSION OF YAHWEH INC

THE MISSION OF YAHWEH INCEIN 23-7250068Plan #002PY 2022

10247 ALGIERS RD - HOUSTON, TX 77041713-466-4785missionofyahweh.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$229K

+1.2% from 2021

Total participants

+40.7% from 2021

Average account balance

$28,595

+1.2% from 2021

Annual return

-15.71%

-27.86 pp from 2021

Benchmarks

See 19,701 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,701 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$135K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

18.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$846

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

+5.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22851

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$143

$4 / participant

Other / not subdivided$143100.0%

% of EOY assets

0.063%

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

$28,595

$73,863-61.3%

$143,797-80.1%

$68,490-58.2%

Participation rate

16.7%

66.7%-50.0pp

80.3%-63.7pp

67.9%-51.2pp

Annual return

-15.71%

0.91%-16.6pp

-0.04%-15.7pp

-7.85%-7.9pp

Employer contribution / active EE

$3,185-100.0%

$4,952-100.0%

$2,597-100.0%

Participant deferral / active EE

$1,060

$3,385-68.7%

$5,638-81.2%

$4,028-73.7%

Admin fee / account holder

$18

$5,756-99.7%

$14,679-99.9%

$5,403-99.7%

THE MISSION OF YAHWEH 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MISSION OF YAHWEH 401K PROFIT SHARING PLAN AND TRUST

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