Retirement plan

JERSEY SHORE ACUPUNCTURE LLC 401(K) PLAN

Name: JERSEY SHORE ACUPUNCTURE LLC - JERSEY SHORE ACUPUNCTURE LLC 401(K) PLAN (2023) Form 5500
Creator: JERSEY SHORE ACUPUNCTURE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JERSEY SHORE ACUPUNCTURE LLC 401(K) PLAN, JERSEY SHORE ACUPUNCTURE LLC

JERSEY SHORE ACUPUNCTURE LLCEIN 27-2884765Plan #001PY 2023

1000 SANGER AVENUE - SUITE 205 - OCEANPORT, NJ 07757732-996-3659jerseyshoreacupuncture.netLinkedIn1-10 employeesalternative medicine

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$164K

+67.0% from 2022

Total participants

+100.0% from 2022

Average account balance

$81,988

-16.5% from 2022

Annual return

45.75%

+73.00 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$219K

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$539

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 codes2E2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$81,988

$175,257-53.2%

$149,717-45.2%

$139,456-41.2%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

45.75%

166.70%-121.0pp

134.41%-88.7pp

373.45%-327.7pp

Employer contribution / active EE

$1,366

$5,477-75.1%

$4,820-71.7%

$4,753-71.3%

Participant deferral / active EE

$9,054

$6,521+38.8%

$5,682+59.3%

$6,711+34.9%

Admin fee / account holder

$16,156-100.0%

$13,213-100.0%

$11,407-100.0%

JERSEY SHORE ACUPUNCTURE LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JERSEY SHORE ACUPUNCTURE LLC 401(K) 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