Retirement plan

OMAHA COMMUNITY FOUNDATION 401(K) PLAN

Name: OMAHA COMMUNITY FOUNDATION - OMAHA COMMUNITY FOUNDATION 401(K) PLAN (2017) Form 5500
Creator: OMAHA COMMUNITY FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OMAHA COMMUNITY FOUNDATION 401(K) PLAN, OMAHA COMMUNITY FOUNDATION

OMAHA COMMUNITY FOUNDATIONEIN 47-0645958Plan #003PY 2017

302 SOUTH 36TH STREET, SUITE 100 - OMAHA, NE 68131402-342-3458omahafoundation.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

2 filings

#002Retirement-$488K assets #001Retirement-$138K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

No prior year

Average account balance

$90,767

No prior year

Annual return

22.41%

No prior year

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.45M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

123.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$558K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+18.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11122

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$45K

$2161 / participant

Other / not subdivided$45K100.0%

% of EOY assets

2.000%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,767

$99,011-8.3%

$86,582+4.8%

$147,586-38.5%

Participation rate

90.5%

76.3%+14.1pp

73.5%+16.9pp

82.8%+7.6pp

Annual return

22.41%

1312.75%-1290.3pp

965.08%-942.7pp

578.59%-556.2pp

Employer contribution / active EE

$2,988

$3,132-4.6%

$2,839+5.2%

$4,876-38.7%

Participant deferral / active EE

$6,911

$3,972+74.0%

$3,609+91.5%

$5,439+27.1%

Admin fee / account holder

$1,815

$5,709-68.2%

$4,904-63.0%

$10,886-83.3%

OMAHA COMMUNITY FOUNDATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OMAHA COMMUNITY FOUNDATION 401(K) 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