Retirement plan

NEW HOUR FOR WOMEN AND CHILDRE 401(K) PROFIT SHARING PLAN & TRUST

Name: NEW HOUR FOR WOMEN AND CHILDRE - NEW HOUR FOR WOMEN AND CHILDRE 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: NEW HOUR FOR WOMEN AND CHILDRE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW HOUR FOR WOMEN AND CHILDRE 401(K) PROFIT SHARING PLAN & TRUST, NEW HOUR FOR WOMEN AND CHILDRE

NEW HOUR FOR WOMEN AND CHILDREEIN 47-4718783Plan #001PY 2019

1725 BRENTWOOD ROAD, BLDG. 2 - BRENTWOOD, NY 11717631-273-3300newhourli.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$72K

+6168.5% from 2018

Total participants

0.0% from 2018

Average account balance

$23,946

+1989.5% from 2018

Annual return

5095.72%

+5095.72 pp from 2018

Benchmarks

See 35,133 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,133 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$164K

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$407

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$259

$65 / participant

Other / not subdivided$259100.0%

% of EOY assets

0.361%

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

$23,946

$103,000-76.8%

$90,300-73.5%

$152,885-84.3%

Participation rate

75.0%

75.9%-0.9pp

73.3%+1.7pp

82.5%-7.5pp

Annual return

5095.72%

95.19%+5000.5pp

78.11%+5017.6pp

345.39%+4750.3pp

Employer contribution / active EE

$3,138-100.0%

$2,854-100.0%

$4,763-100.0%

Participant deferral / active EE

$3,074

$4,281-28.2%

$3,884-20.9%

$5,851-47.5%

Admin fee / account holder

$86

$6,173-98.6%

$5,353-98.4%

$11,598-99.3%

NEW HOUR FOR WOMEN AND CHILDRE 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW HOUR FOR WOMEN AND CHILDRE 401(K) PROFIT SHARING PLAN & TRUST

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