Retirement plan

ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS TAX DEFERRED ANNUITY PLAN

Name: ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS - ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS TAX DEFERRED ANNUITY PLAN (2023) Form 5500
Creator: ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS TAX DEFERRED ANNUITY PLAN, ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS

ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMSEIN 52-1529448Plan #001PY 2023

1825 K STREET NW SUITE 250 - WASHINGTON, DC 20006202-775-0436amchp.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.5M

+30.3% from 2022

Total participants

+15.1% from 2022

Average account balance

$45,331

+13.2% from 2022

Annual return

19.54%

+38.68 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.56M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

100

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.

158.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$443K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$776

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 codes2E2G2J2L

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$50 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.072%

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

$45,331

$77,908-41.8%

$149,696-69.7%

$75,173-39.7%

Participation rate

100.0%

65.6%+34.4pp

78.8%+21.2pp

67.2%+32.8pp

Annual return

19.54%

31.73%-12.2pp

134.46%-114.9pp

160.72%-141.2pp

Employer contribution / active EE

$3,986

$3,138+27.0%

$4,821-17.3%

$2,671+49.3%

Participant deferral / active EE

$1,838

$3,411-46.1%

$5,682-67.7%

$4,126-55.5%

Admin fee / account holder

$33

$5,950-99.5%

$13,212-99.8%

$5,651-99.4%

ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS TAX DEFERRED ANNUITY 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