Retirement plan

VAN DUSEN REAL ESTATE INVESTMENT, INC 401(K) PLAN

Name: VAN DUSEN REAL ESTATE INVESTMENT, INC. - VAN DUSEN REAL ESTATE INVESTMENT, INC 401(K) PLAN (2018) Form 5500
Creator: VAN DUSEN REAL ESTATE INVESTMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VAN DUSEN REAL ESTATE INVESTMENT, INC 401(K) PLAN, VAN DUSEN REAL ESTATE INVESTMENT, INC.

VAN DUSEN REAL ESTATE INVESTMENT, INC.EIN 27-5469799Plan #001PY 2018

548 GIBSON DRIVE, SUITE 200 - ROSEVILLE, CA 956785425916-765-5488LinkedIn1-10 employeesreal estate

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$127K

+10.9% from 2017

Total participants

+150.0% from 2017

Average account balance

$42,450

-26.1% from 2017

Annual return

2.28%

-16.86 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$401K

Not enough data

1 years with asset history on file

Average account balance

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

$201K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.77%

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 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.

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

$42,450

$211,946-80.0%

$169,452-74.9%

$135,380-68.6%

Participation rate

33.3%

82.6%-49.3pp

77.8%-44.4pp

82.6%-49.3pp

Annual return

2.28%

3.26%-1.0pp

1.83%+0.4pp

519.81%-517.5pp

Employer contribution / active EE

$799

$5,117-84.4%

$4,157-80.8%

$4,779-83.3%

Participant deferral / active EE

$2,495

$6,075-58.9%

$5,277-52.7%

$5,609-55.5%

Admin fee / account holder

$11,472-100.0%

$9,110-100.0%

$10,828-100.0%

VAN DUSEN REAL ESTATE INVESTMENT, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VAN DUSEN REAL ESTATE INVESTMENT, INC 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