Retirement plan

SIEDENBURG GROUP, INC. 401K PROFIT SHARING PLAN

Name: SIEDENBURG GROUP, INC. - SIEDENBURG GROUP, INC. 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: SIEDENBURG GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIEDENBURG GROUP, INC. 401K PROFIT SHARING PLAN, SIEDENBURG GROUP, INC.

SIEDENBURG GROUP, INC.EIN 42-1497331Plan #001PY 2024

1350 NW 138TH ST SUITE 450 - CLIVE, IA 50325515-223-6222siedenburg.comLinkedIn1-10 employeescommercial real estate

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+10.1% from 2023

Total participants

0.0% from 2023

Average account balance

$766,136

+10.1% from 2023

Annual return

9.61%

-1.29 pp from 2023

Benchmarks

See 20,049 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,049 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

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

$766K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$159

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$318

$159 / participant

Other / not subdivided$318100.0%

% of EOY assets

0.021%

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

$766,136

$211,224+262.7%

$178,505+329.2%

$145,897+425.1%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

9.61%

30.28%-20.7pp

27.16%-17.5pp

552.29%-542.7pp

Employer contribution / active EE

$1,588

$4,577-65.3%

$3,955-59.8%

$4,663-65.9%

Participant deferral / active EE

$1,588

$6,966-77.2%

$6,280-74.7%

$6,689-76.3%

Admin fee / account holder

$159

$12,109-98.7%

$10,428-98.5%

$13,390-98.8%

SIEDENBURG GROUP, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIEDENBURG GROUP, INC. 401K PROFIT SHARING 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