Retirement plan

403(B) THRIFT PLAN OF COMMUNITYGIVING

Name: COMMUNITYGIVING - 403(B) THRIFT PLAN OF COMMUNITYGIVING (2024) Form 5500
Creator: COMMUNITYGIVING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF COMMUNITYGIVING, COMMUNITYGIVING

COMMUNITYGIVINGEIN 36-3412544Plan #001PY 2024

101 7TH AVE S STE 100 - SAINT CLOUD, MN 563014275320-253-4380communitygiving.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.8M

+29.7% from 2023

Total participants

+44.8% from 2023

Average account balance

$107,402

+7.5% from 2023

Annual return

17.96%

-10.92 pp from 2023

Benchmarks

See 10,689 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,689 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.76M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

102.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$343K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$54

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 codes2G3D2J

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$56 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.050%

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

$107,402

$58,234+84.4%

$81,783+31.3%

$80,874+32.8%

Participation rate

79.4%

63.4%+16.0pp

72.4%+7.1pp

67.6%+11.8pp

Annual return

17.96%

41.70%-23.7pp

775.05%-757.1pp

35.62%-17.7pp

Employer contribution / active EE

$4,595

$2,341+96.2%

$2,913+57.8%

$2,756+66.7%

Participant deferral / active EE

$5,502

$3,283+67.6%

$4,320+27.4%

$4,297+28.0%

Admin fee / account holder

$54

$4,982-98.9%

$7,380-99.3%

$6,935-99.2%

403(B) THRIFT PLAN OF COMMUNITYGIVING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF COMMUNITYGIVING

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