Retirement plan

WHITE OAKS COLLISION 401(K) PROFIT SHARING PLAN

Name: WHITE OAKS COLLISION, LLC - WHITE OAKS COLLISION 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: WHITE OAKS COLLISION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHITE OAKS COLLISION 401(K) PROFIT SHARING PLAN, WHITE OAKS COLLISION, LLC

WHITE OAKS COLLISION, LLCEIN 47-1316552Plan #001PY 2023

1436 WHITE OAKS ROAD, SUITE 11 - CAMPBELL, CA 95008408-371-9112

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$185K

+148.4% from 2022

Total participants

0.0% from 2022

Average account balance

$30,756

+148.4% from 2022

Annual return

29.67%

+29.67 pp from 2022

Benchmarks

See 41,922 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,922 peers

Snapshot2023

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Analytics

Total assets (EOY)

Plan-year ending balance

$450K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+22.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$145

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

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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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$870

$109 / participant

Other / not subdivided$870100.0%

% of EOY assets

0.471%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,756

$96,635-68.2%

$86,612-64.5%

$139,434-77.9%

Participation rate

75.0%

74.4%+0.6pp

71.7%+3.3pp

80.3%-5.3pp

Annual return

29.67%

106.41%-76.7pp

591.07%-561.4pp

372.94%-343.3pp

Employer contribution / active EE

$4,525

$3,263+38.7%

$3,022+49.7%

$4,751-4.8%

Participant deferral / active EE

$6,500

$4,836+34.4%

$4,438+46.5%

$6,710-3.1%

Admin fee / account holder

$145

$6,408-97.7%

$5,614-97.4%

$11,403-98.7%

WHITE OAKS COLLISION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHITE OAKS COLLISION 401(K) PROFIT SHARING 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