Retirement plan

ST. ANTHONY'S COMMUNITY CENTER, INC.

Name: ST. ANTHONY'S COMMUNITY CENTER - ST. ANTHONY'S COMMUNITY CENTER, INC. (2024) Form 5500
Creator: ST. ANTHONY'S COMMUNITY CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. ANTHONY'S COMMUNITY CENTER, INC., ST. ANTHONY'S COMMUNITY CENTER

ST. ANTHONY'S COMMUNITY CENTEREIN 51-0116737Plan #001PY 2024

1703 W 10TH ST - WILMINGTON, DE 198052709302-421-3721stanthonycenter.orgLinkedIn11-50 employees

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$893K

+19.8% from 2023

Total participants

0.0% from 2023

Average account balance

$49,622

+19.8% from 2023

Annual return

14.55%

+0.44 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$893K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

105.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.55%

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 codes2G3D2J

Plan features

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

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

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

$49,622

$183,592-73.0%

$155,574-68.1%

$145,877-66.0%

Participation rate

88.2%

82.7%+5.5pp

78.2%+10.0pp

80.3%+7.9pp

Annual return

14.55%

61.37%-46.8pp

64.87%-50.3pp

551.28%-536.7pp

Employer contribution / active EE

$5,317-100.0%

$4,676-100.0%

$4,663-100.0%

Participant deferral / active EE

$2,288

$6,466-64.6%

$5,629-59.4%

$6,691-65.8%

Admin fee / account holder

$19,316-100.0%

$15,914-100.0%

$13,402-100.0%

ST. ANTHONY'S COMMUNITY CENTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ST. ANTHONY'S COMMUNITY CENTER, INC.

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