Retirement plan

JAPAN-AMERICA SOCIETY OF INDIANA, INC. 403(B) PLAN

Name: JAPAN-AMERICA SOCIETY OF INDIANA, INC. - JAPAN-AMERICA SOCIETY OF INDIANA, INC. 403(B) PLAN (2018) Form 5500
Creator: JAPAN-AMERICA SOCIETY OF INDIANA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAPAN-AMERICA SOCIETY OF INDIANA, INC. 403(B) PLAN, JAPAN-AMERICA SOCIETY OF INDIANA, INC.

JAPAN-AMERICA SOCIETY OF INDIANA, INC.EIN 35-1747168Plan #001PY 2018

UNION STATION 39 W JACKSON PLACE, SUITE 100 - INDIANAPOLIS, IN 46225317-635-0123japanindiana.orgLinkedIn1-10 employeesinternational affairs

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$572K

+15.5% from 2017

Total participants

0.0% from 2017

Average account balance

$114,370

+15.5% from 2017

Annual return

11.34%

-0.32 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$294K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

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

+12.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2J2M

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$100

$50 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.017%

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

$114,370

$90,606+26.2%

$79,466+43.9%

$135,379-15.5%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

11.34%

977.69%-966.3pp

718.28%-706.9pp

519.79%-508.4pp

Employer contribution / active EE

$5,625

$3,068+83.4%

$2,800+100.9%

$4,779+17.7%

Participant deferral / active EE

$4,725

$4,050+16.7%

$3,704+27.6%

$5,609-15.8%

Admin fee / account holder

$20

$5,895-99.7%

$5,104-99.6%

$10,828-99.8%

JAPAN-AMERICA SOCIETY OF INDIANA, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAPAN-AMERICA SOCIETY OF INDIANA, INC. 403(B) 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