Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC.

Name: NORTH CENTRAL COMMUNITY ACTION - 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC. (2024) Form 5500
Creator: NORTH CENTRAL COMMUNITY ACTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC., NORTH CENTRAL COMMUNITY ACTION

NORTH CENTRAL COMMUNITY ACTIONEIN 39-1080179Plan #001PY 2024

2111 8TH ST S STE 102 - WISCONSIN RAPIDS, WI 544946155715-424-2581northcentralcap.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

+37.8% from 2023

Total participants

-7.0% from 2023

Average account balance

$43,612

+44.6% from 2023

Annual return

14.68%

-8.66 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.74M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

108.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$299K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$172

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 codes2G3D2E2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

$7K

$186 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.395%

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

$43,612

$81,358-46.4%

$155,556-72.0%

$80,959-46.1%

Participation rate

100.0%

66.3%+33.7pp

78.2%+21.8pp

67.7%+32.3pp

Annual return

14.68%

33.39%-18.7pp

64.84%-50.2pp

35.67%-21.0pp

Employer contribution / active EE

$4,592

$3,106+47.8%

$4,675-1.8%

$2,757+66.6%

Participant deferral / active EE

$3,485

$3,455+0.9%

$5,631-38.1%

$4,300-19.0%

Admin fee / account holder

$172

$7,994-97.8%

$15,885-98.9%

$6,925-97.5%

403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH CENTRAL COMMUNITY ACTION PROGRAM, 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