Retirement plan

VALUES INTO ACTION 401(K) PROFIT SHARING PLAN

Name: VALUES INTO ACTION - VALUES INTO ACTION 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: VALUES INTO ACTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALUES INTO ACTION 401(K) PROFIT SHARING PLAN, VALUES INTO ACTION

VALUES INTO ACTIONEIN 27-0119772Plan #001PY 2023

1167 W. BALTIMORE PIKE, #255 - MEDIA, PA 19063610-565-5177valuesintoaction.orgLinkedIn51-200 employeescivic & social organization

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$752K

+41.2% from 2022

Total participants

+13.1% from 2022

Average account balance

$8,178

+24.3% from 2022

Annual return

14.43%

+29.13 pp from 2022

Benchmarks

See 20,797 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,797 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$930K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

136.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$751

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

+12.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$682

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$24K

$360 / participant

Other / not subdivided$24K100.0%

% of EOY assets

3.157%

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

$8,178

$77,920-89.5%

$149,723-94.5%

$75,177-89.1%

Participation rate

95.5%

65.6%+29.9pp

78.8%+16.7pp

67.2%+28.2pp

Annual return

14.43%

31.72%-17.3pp

134.50%-120.1pp

160.75%-146.3pp

Employer contribution / active EE

$2,273

$3,138-27.6%

$4,821-52.9%

$2,671-14.9%

Participant deferral / active EE

$245

$3,411-92.8%

$5,682-95.7%

$4,126-94.1%

Admin fee / account holder

$258

$5,951-95.7%

$13,215-98.0%

$5,651-95.4%

VALUES INTO ACTION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALUES INTO ACTION 401(K) PROFIT SHARING PLAN

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