Retirement plan

CAMELBACK VENTURES 403(B) RETIREMENT PLAN

Name: CAMELBACK VENTURES - CAMELBACK VENTURES 403(B) RETIREMENT PLAN (2023) Form 5500
Creator: CAMELBACK VENTURES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMELBACK VENTURES 403(B) RETIREMENT PLAN, CAMELBACK VENTURES

CAMELBACK VENTURESEIN 46-3169470Plan #001PY 2023

9169 W STATE ST.# 430 - GARDEN CITY, ID 837141733504-408-1730

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$403K

+128.1% from 2022

Total participants

-25.0% from 2022

Average account balance

$36,678

+128.1% from 2022

Annual return

29.84%

+54.18 pp from 2022

Benchmarks

See 41,922 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,922 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$646K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$176K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$103

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

See the 5-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2M3D2G2F2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$1K

$112 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.305%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,678

$96,635-62.0%

$86,612-57.7%

$139,434-73.7%

Participation rate

90.9%

74.4%+16.5pp

71.7%+19.2pp

80.3%+10.6pp

Annual return

29.84%

106.41%-76.6pp

591.07%-561.2pp

372.94%-343.1pp

Employer contribution / active EE

$4,370

$3,263+33.9%

$3,022+44.6%

$4,751-8.0%

Participant deferral / active EE

$11,431

$4,836+136.4%

$4,438+157.6%

$6,710+70.4%

Admin fee / account holder

$112

$6,408-98.3%

$5,614-98.0%

$11,403-99.0%

CAMELBACK VENTURES 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMELBACK VENTURES 403(B) RETIREMENT 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