Retirement plan

SHIVAM & SHIVANGI INC. 401(K) PLAN

Name: SHIVAM & SHIVANGI INC. - SHIVAM & SHIVANGI INC. 401(K) PLAN (2023) Form 5500
Creator: SHIVAM & SHIVANGI INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHIVAM & SHIVANGI INC. 401(K) PLAN, SHIVAM & SHIVANGI INC.

SHIVAM & SHIVANGI INC.EIN 46-4028385Plan #001PY 2023

2522 JAMACHA RD STE 103 - EL CAJON, CA 920194365619-820-2526

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$331K

+38.0% from 2022

Total participants

+33.3% from 2022

Average account balance

$82,677

+3.5% from 2022

Annual return

4.72%

+14.50 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$561K

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+9.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$82,677

$96,678-14.5%

$86,640-4.6%

$139,466-40.7%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

4.72%

106.69%-102.0pp

592.52%-587.8pp

373.66%-368.9pp

Employer contribution / active EE

$1,190

$3,265-63.6%

$3,024-60.7%

$4,754-75.0%

Participant deferral / active EE

$18,750

$4,837+287.7%

$4,438+322.5%

$6,712+179.4%

Admin fee / account holder

$6,410-100.0%

$5,616-100.0%

$11,409-100.0%

SHIVAM & SHIVANGI INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SHIVAM & SHIVANGI INC. 401(K) 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