Retirement plan

CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K PLAN

Name: CHAPTER 13 STANDING TRUSTEE JACK W. GOODING - CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K PLAN (2021) Form 5500
Creator: CHAPTER 13 STANDING TRUSTEE JACK W. GOODING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K PLAN, CHAPTER 13 STANDING TRUSTEE JACK W. GOODING

CHAPTER 13 STANDING TRUSTEE JACK W. GOODINGEIN 30-0478564Plan #001PY 2021

P.O. BOX 22067 - LITTLE ROCK, AR 722212067501-537-4400ark13.comLinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.5M

+31.1% from 2020

Total participants

0.0% from 2020

Average account balance

$212,443

+31.1% from 2020

Annual return

23.60%

+29.01 pp from 2020

Benchmarks

See 126,153 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,153 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.21M

Not enough data

1 years with asset history on file

Average account balance

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

$414K

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

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1190

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 codes2E2J3B3D

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.
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

$212,443

$176,071+20.7%

$159,450+33.2%

$167,497+26.8%

Participation rate

100.0%

84.9%+15.1pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

23.60%

331.79%-308.2pp

263.60%-240.0pp

478.62%-455.0pp

Employer contribution / active EE

$8,689

$5,298+64.0%

$4,830+79.9%

$4,838+79.6%

Participant deferral / active EE

$4,695

$7,750-39.4%

$7,352-36.1%

$6,341-26.0%

Admin fee / account holder

$12,555-100.0%

$10,800-100.0%

$12,310-100.0%

CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K 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