Retirement plan

J. E. MOORE CONSULTING, INC. 401(K) PROFIT SHARING PLAN

Name: J.E. MOORE CONSULTING, INC. - J. E. MOORE CONSULTING, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: J.E. MOORE CONSULTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. E. MOORE CONSULTING, INC. 401(K) PROFIT SHARING PLAN, J.E. MOORE CONSULTING, INC.

J.E. MOORE CONSULTING, INC.EIN 26-3593975Plan #001PY 2022

10349 QUAIL CANYON RD - EL CAJON, CA 92021619-994-4262jemooreconsulting.comLinkedIn1-10 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$581K

-14.4% from 2021

Total participants

+16.7% from 2021

Average account balance

$96,881

-14.4% from 2021

Annual return

-23.91%

-40.34 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

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

+23.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$96,881

$138,102-29.8%

$125,381-22.7%

$134,532-28.0%

Participation rate

85.7%

84.5%+1.2pp

82.4%+3.3pp

81.2%+4.5pp

Annual return

-23.91%

750.73%-774.6pp

572.31%-596.2pp

418.27%-442.2pp

Employer contribution / active EE

$4,451

$5,245-15.1%

$4,815-7.6%

$4,741-6.1%

Participant deferral / active EE

$4,808

$7,801-38.4%

$7,448-35.4%

$6,401-24.9%

Admin fee / account holder

$11,568-100.0%

$10,007-100.0%

$11,429-100.0%

J. E. MOORE CONSULTING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J. E. MOORE CONSULTING, INC. 401(K) PROFIT SHARING PLAN

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