Retirement plan

EMPLOYEE BENEFIT PLAN OF THE LIVING CHURCH FOUNDATION, INC.

Name: THE LIVING CHURCH FOUNDATION, - EMPLOYEE BENEFIT PLAN OF THE LIVING CHURCH FOUNDATION, INC. (2022) Form 5500
Creator: THE LIVING CHURCH FOUNDATION,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE LIVING CHURCH FOUNDATION, INC., THE LIVING CHURCH FOUNDATION,

THE LIVING CHURCH FOUNDATION,EIN 39-0841883Plan #002PY 2022

PO BOX 510705 - MILWAUKEE, WI 532030121414-276-5420

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$148K

+48.3% from 2021

Total participants

0.0% from 2021

Average account balance

$29,661

+48.3% from 2021

Annual return

-16.16%

-41.31 pp from 2021

Benchmarks

See 39,349 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,349 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$179K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1611

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 codes2F2G2T

Plan features

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$44

$11 / participant

Other / not subdivided$44100.0%

% of EOY assets

0.030%

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

$29,661

$92,707-68.0%

$82,726-64.1%

$134,493-77.9%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-16.16%

945.12%-961.3pp

701.33%-717.5pp

418.01%-434.2pp

Employer contribution / active EE

$7,790

$3,274+138.0%

$3,009+158.9%

$4,740+64.4%

Participant deferral / active EE

$8,324

$4,801+73.4%

$4,394+89.4%

$6,400+30.1%

Admin fee / account holder

$5,980-99.9%

$5,328-99.8%

$11,425-99.9%

EMPLOYEE BENEFIT PLAN OF THE LIVING CHURCH FOUNDATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE LIVING CHURCH FOUNDATION, 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