Retirement plan

WOOD CUT FURNITURE 401(K) PLAN

Name: DAVID NOLAZCO - WOOD CUT FURNITURE 401(K) PLAN (2024) Form 5500
Creator: DAVID NOLAZCO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOOD CUT FURNITURE 401(K) PLAN, DAVID NOLAZCO

DAVID NOLAZCOdba WOOD CUT FURNITUREEIN 46-5287297Plan #001PY 2024

410 E WALNUT AVE STE D - FULLERTON, CA 928322549714-813-4781LinkedIn1-10 employeesinformation technology and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$111K

+20.7% from 2023

Total participants

0.0% from 2023

Average account balance

$37,164

+20.7% from 2023

Annual return

12.49%

-2.77 pp from 2023

Benchmarks

See 8,606 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,606 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$111K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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

$8K

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

+12.49%

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 codes2J2E3D

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

$37,164

$125,184-70.3%

$105,607-64.8%

$145,884-74.5%

Participation rate

100.0%

77.6%+22.4pp

75.3%+24.7pp

80.3%+19.7pp

Annual return

12.49%

225.00%-212.5pp

116.11%-103.6pp

551.85%-539.4pp

Employer contribution / active EE

$915

$3,720-75.4%

$3,167-71.1%

$4,662-80.4%

Participant deferral / active EE

$1,617

$5,714-71.7%

$5,011-67.7%

$6,690-75.8%

Admin fee / account holder

$17,133-100.0%

$10,958-100.0%

$13,392-100.0%

WOOD CUT FURNITURE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WOOD CUT FURNITURE 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