Retirement plan

JNH LIFESTYLES INTERNATINOAL, INC.

Name: JNH LIFESTYLES INTERNATIONAL, INC. - JNH LIFESTYLES INTERNATINOAL, INC. (2023) Form 5500
Creator: JNH LIFESTYLES INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JNH LIFESTYLES INTERNATINOAL, INC., JNH LIFESTYLES INTERNATIONAL, INC.

JNH LIFESTYLES INTERNATIONAL, INC.EIN 32-0402660Plan #020PY 2023

2032 EAST FRANCIS STREET - ONTARIO, CA 91761800-528-3110

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$85K

+145.5% from 2022

Total participants

0.0% from 2022

Average account balance

$8,505

+219.2% from 2022

Annual return

29.38%

+29.38 pp from 2022

Benchmarks

See 8,682 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,682 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$145K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$117

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 codes2E2F2G2J2T

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.

Opportunity flags

2 tripped

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

$4K

$292 / participant

Other / not subdivided$4K100.0%

% of EOY assets

4.459%

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

$8,505

$118,488-92.8%

$98,462-91.4%

$139,487-93.9%

Participation rate

76.9%

77.5%-0.5pp

75.2%+1.8pp

80.3%-3.4pp

Annual return

29.38%

18.96%+10.4pp

21.17%+8.2pp

373.84%-344.5pp

Employer contribution / active EE

$1,251

$3,611-65.4%

$3,049-59.0%

$4,755-73.7%

Participant deferral / active EE

$2,082

$5,393-61.4%

$4,738-56.1%

$6,713-69.0%

Admin fee / account holder

$379

$13,868-97.3%

$8,875-95.7%

$11,407-96.7%

JNH LIFESTYLES INTERNATINOAL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JNH LIFESTYLES INTERNATINOAL, INC.

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