Retirement plan

TV MINORITY COMPANY, INC. AND AFFILIATES 401K PLAN AND TRUST

Name: TV MINORITY COMPANY, INC. - TV MINORITY COMPANY, INC. AND AFFILIATES 401K PLAN AND TRUST (2023) Form 5500
Creator: TV MINORITY COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TV MINORITY COMPANY, INC. AND AFFILIATES 401K PLAN AND TRUST, TV MINORITY COMPANY, INC.

TV MINORITY COMPANY, INC.EIN 36-3401966Plan #001PY 2023

8938 S. RIDGELAND AVENUE - OAK LAWN, IL 60453708-430-6681LinkedIn11-50 employeespackage/freight delivery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$556K

+27.9% from 2022

Total participants

+71.1% from 2022

Average account balance

-100.0% from 2022

Annual return

17.11%

+29.34 pp from 2022

Benchmarks

See 9,387 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,387 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$700K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

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

+16.81%

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 codes2G2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$204 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.773%

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

$85,024-100.0%

$70,544-100.0%

$139,466-100.0%

Participation rate

0.0%

73.9%-73.9pp

68.4%-68.4pp

80.3%-80.3pp

Annual return

17.11%

30.39%-13.3pp

32.79%-15.7pp

373.66%-356.5pp

Employer contribution / active EE

$3,912-100.0%

$2,976-100.0%

$4,754-100.0%

Participant deferral / active EE

$2,441

$5,891-58.6%

$4,568-46.6%

$6,712-63.6%

Admin fee / account holder

$8,928-100.0%

$6,427-100.0%

$11,409-100.0%

TV MINORITY COMPANY, INC. AND AFFILIATES 401K PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TV MINORITY COMPANY, INC. AND AFFILIATES 401K PLAN AND TRUST

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