Retirement plan

NEWPORT COAST REAL ESTATE PROFESSIONALS, INC. 401(K) PROFIT SHARING PLAN

Name: NEWPORT COAST REAL ESTATE PROFESSIONALS, INC. - NEWPORT COAST REAL ESTATE PROFESSIONALS, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: NEWPORT COAST REAL ESTATE PROFESSIONALS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEWPORT COAST REAL ESTATE PROFESSIONALS, INC. 401(K) PROFIT SHARING PLAN, NEWPORT COAST REAL ESTATE PROFESSIONALS, INC.

NEWPORT COAST REAL ESTATE PROFESSIONALS, INC.EIN 58-2681604Plan #001PY 2024

3857 BIRCH STREET, #440 - NEWPORT BEACH, CA 92660949-678-1070

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+18.2% from 2023

Total participants

+28.6% from 2023

Average account balance

$185,742

+3.4% from 2023

Annual return

13.92%

-0.94 pp from 2023

Benchmarks

See 20,063 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,063 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.92%

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$185,742

$211,288-12.1%

$178,540+4.0%

$145,884+27.3%

Participation rate

85.7%

80.8%+4.9pp

77.1%+8.6pp

80.3%+5.4pp

Annual return

13.92%

30.27%-16.4pp

27.15%-13.2pp

551.85%-537.9pp

Employer contribution / active EE

$2,207

$4,574-51.8%

$3,953-44.2%

$4,662-52.7%

Participant deferral / active EE

$5,484

$6,967-21.3%

$6,281-12.7%

$6,690-18.0%

Admin fee / account holder

$12,105-100.0%

$10,424-100.0%

$13,392-100.0%

NEWPORT COAST REAL ESTATE PROFESSIONALS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEWPORT COAST REAL ESTATE PROFESSIONALS, INC. 401(K) PROFIT SHARING PLAN

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