Retirement plan

JMJ YOUTH PILGRIMAGES, INC. 401(K) PROFIT SHARING PLAN

Name: JMJ YOUTH PILGRIMAGES, INC. - JMJ YOUTH PILGRIMAGES, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: JMJ YOUTH PILGRIMAGES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JMJ YOUTH PILGRIMAGES, INC. 401(K) PROFIT SHARING PLAN, JMJ YOUTH PILGRIMAGES, INC.

JMJ YOUTH PILGRIMAGES, INC.EIN 46-3615405Plan #002PY 2018

1176 TRES NIOS CORTE - VISTA, CA 92084505-301-7592

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$124K

+21.8% from 2017

Total participants

+33.3% from 2017

Average account balance

$30,998

-8.6% from 2017

Annual return

4.19%

+0.81 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$144K

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$600

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

+12.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1084

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 codes2E2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$30,998

$85,790-63.9%

$67,313-53.9%

$135,380-77.1%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

4.19%

-0.54%+4.7pp

-4.08%+8.3pp

519.81%-515.6pp

Employer contribution / active EE

$2,988

$3,487-14.3%

$2,566+16.4%

$4,779-37.5%

Participant deferral / active EE

$1,500

$4,651-67.7%

$3,568-58.0%

$5,609-73.3%

Admin fee / account holder

$6,392-100.0%

$4,507-100.0%

$10,828-100.0%

JMJ YOUTH PILGRIMAGES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JMJ YOUTH PILGRIMAGES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion