Retirement plan

JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON TAX-DEFERRED ANNUITY

Name: JEWISH COUNCIL FOR THE AGING OF GREATER WASHI - JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON TAX-DEFERRED ANNUITY (2024) Form 5500
Creator: JEWISH COUNCIL FOR THE AGING OF GREATER WASHI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON TAX-DEFERRED ANNUITY, JEWISH COUNCIL FOR THE AGING OF GREATER WASHI

JEWISH COUNCIL FOR THE AGING OF GREATER WASHIEIN 52-0983740Plan #002PY 2024

12320 PARKLAWN DR - ROCKVILLE, MD 208521726301-255-4224LinkedIn51-200 employeesindividual & family services

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+22.8% from 2023

Total participants

+25.0% from 2023

Average account balance

$133,713

+2.3% from 2023

Annual return

13.45%

-4.79 pp from 2023

Benchmarks

See 109,751 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,751 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.45%

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2L2M2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

0 tripped

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

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,713

$183,519-27.1%

$155,509-14.0%

$145,922-8.4%

Participation rate

87.5%

82.7%+4.8pp

78.2%+9.3pp

80.3%+7.2pp

Annual return

13.45%

61.17%-47.7pp

64.67%-51.2pp

561.29%-547.8pp

Employer contribution / active EE

$5,313-100.0%

$4,672-100.0%

$4,660-100.0%

Participant deferral / active EE

$11,463

$6,462+77.4%

$5,626+103.7%

$6,688+71.4%

Admin fee / account holder

$19,313-100.0%

$15,912-100.0%

$13,397-100.0%

JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON TAX-DEFERRED ANNUITY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON TAX-DEFERRED ANNUITY

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