Retirement plan

JIS MANAGEMENT SERVICES CORPORATION 401(K) PROFIT SHARING PLAN

Name: JIS MANAGEMENT SERVICES CORPORATION - JIS MANAGEMENT SERVICES CORPORATION 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: JIS MANAGEMENT SERVICES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JIS MANAGEMENT SERVICES CORPORATION 401(K) PROFIT SHARING PLAN, JIS MANAGEMENT SERVICES CORPORATION

JIS MANAGEMENT SERVICES CORPORATIONEIN 46-4250179Plan #002PY 2022

27874 GOLDEN RIDGE LANE - SAN JUAN CAPISTRANO, CA 926755419949-355-9718

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$881K

-7.1% from 2021

Total participants

0.0% from 2021

Average account balance

$220,285

-7.1% from 2021

Annual return

-14.20%

-30.83 pp from 2021

Benchmarks

See 18,475 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,475 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$372K

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

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+22.16%

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 codes2E2J3D

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$220,285

$190,916+15.4%

$160,037+37.6%

$134,545+63.7%

Participation rate

100.0%

82.0%+18.0pp

78.0%+22.0pp

81.2%+18.8pp

Annual return

-14.20%

552.79%-567.0pp

408.95%-423.2pp

418.37%-432.6pp

Employer contribution / active EE

$1,515

$4,996-69.7%

$4,226-64.1%

$4,742-68.0%

Participant deferral / active EE

$15,375

$6,925+122.0%

$6,184+148.6%

$6,401+140.2%

Admin fee / account holder

$10,497-100.0%

$8,716-100.0%

$11,431-100.0%

JIS MANAGEMENT SERVICES CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JIS MANAGEMENT SERVICES CORPORATION 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