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 (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

-25.2% from 2021

Total participants

-14.3% from 2021

Average account balance

$185,468

-12.7% from 2021

Annual return

-11.98%

-35.58 pp from 2021

Benchmarks

See 133,942 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,942 peers

Snapshot2022

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$833K

$55533 / participant

Other / not subdivided$833K100.0%

% of EOY assets

24.952%

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

$185,468

$138,068+34.3%

$125,358+48.0%

$134,493+37.9%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-11.98%

750.30%-762.3pp

572.03%-584.0pp

418.01%-430.0pp

Employer contribution / active EE

$10,380

$5,244+97.9%

$4,814+115.6%

$4,740+119.0%

Participant deferral / active EE

$5,477

$7,799-29.8%

$7,447-26.4%

$6,400-14.4%

Admin fee / account holder

$46,277

$11,568+300.1%

$10,007+362.5%

$11,425+305.1%

CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K 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