Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARK TWAIN HOME FOUNDATION

Name: MARK TWAIN HOME FOUNDATION - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARK TWAIN HOME FOUNDATION (2024) Form 5500
Creator: MARK TWAIN HOME FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARK TWAIN HOME FOUNDATION, MARK TWAIN HOME FOUNDATION

MARK TWAIN HOME FOUNDATIONEIN 51-0204690Plan #001PY 2024

120 N MAIN ST - HANNIBAL, MO 634013537573-221-9010LinkedIn11-50 employeesmuseums and institutions

Prospect flagsLow fidelity bondWind-down / frozen

How to read this page

Total assets (EOY)

$50K

+10.3% from 2023

Total participants

0.0% from 2023

Average account balance

$16,594

+10.3% from 2023

Annual return

11.11%

-12.33 pp from 2023

Benchmarks

See 10,254 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,254 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$50K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

Not enough data

0 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

+11.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$134

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 codes2G3D2J2T

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.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$403

Other / not subdivided$403100.0%

% of EOY assets

0.810%

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

$16,594

$169,237-90.2%

$129,339-87.2%

$145,978-88.6%

Participation rate

0.0%

76.5%-76.5pp

69.6%-69.6pp

80.3%-80.3pp

Annual return

11.11%

14364.43%-14353.3pp

9437.05%-9425.9pp

550.52%-539.4pp

Employer contribution / active EE

$5,540-100.0%

$4,154-100.0%

$4,662-100.0%

Participant deferral / active EE

$4,991-100.0%

$4,170-100.0%

$6,690-100.0%

Admin fee / account holder

$134

$9,882-98.6%

$7,668-98.2%

$13,400-99.0%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARK TWAIN HOME FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARK TWAIN HOME FOUNDATION

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