Retirement plan

TIMES PUBLISHING COMPANY PROFIT-SHARING & TAX-DEFERRED SAVINGS PLAN

Name: TIMES PUBLISHING COMPANY - TIMES PUBLISHING COMPANY PROFIT-SHARING & TAX-DEFERRED SAVINGS PLAN (2024) Form 5500
Creator: TIMES PUBLISHING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIMES PUBLISHING COMPANY PROFIT-SHARING & TAX-DEFERRED SAVINGS PLAN, TIMES PUBLISHING COMPANY

TIMES PUBLISHING COMPANYEIN 59-0482470Plan #003PY 2024

P.O. BOX 1121 - ST PETERSBURG, FL 337311121727-893-8111

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$199.4M

+5.5% from 2023

Total participants

990

-7.8% from 2023

Average account balance

$209,250

+14.0% from 2023

Annual return

14.90%

-0.05 pp from 2023

Benchmarks

See 1,012 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort1,012 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$199.41M

Not enough data

1 years with asset history on file

Average account balance

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

$209K

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.

953

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.

84.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.63M

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

+14.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930	Advisory (Participants)	$30,802
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 37 · EIN 23-1945930	Loan Processing	$29,652
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143	Advisory (Participants)	$11,245
HILL WARD HENDERSON1 year Service code 26 · EIN 59-2678550	Advisory (Participants)	$5,914

Plan features & details

Pension benefit codes2E2G2J3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$78K

$330 / participant

Contract admin$78K100.0%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$209,250

$79,045+164.7%

$100,378+108.5%

$74,429+181.1%

Participation rate

84.3%

79.4%+4.8pp

81.5%+2.7pp

67.2%+17.0pp

Annual return

14.90%

20.61%-5.7pp

49.41%-34.5pp

1368.38%-1353.5pp

Employer contribution / active EE

$3,015-100.0%

$3,942-100.0%

$2,625-100.0%

Participant deferral / active EE

$6,951

$7,751-10.3%

$8,087-14.1%

$4,348+59.8%

Admin fee / account holder

$81

$1,335-93.9%

$7,899-99.0%

$1,944-95.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.4 years

Filed as: VANGUARD ADVISERS INC.

Service code 26 · EIN 23-2811930

Advisory (Participants)

$30,802

THE VANGUARD GROUP, INC.2 years

Filed as: VANGUARD GROUP INC.

Service code 37 · EIN 23-1945930

Loan Processing

$29,652

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPFINANCIAL PARTNERS, LLC

Service code 26 · EIN 26-0058143

Advisory (Participants)

$11,245

HILL WARD HENDERSON1 year

Service code 26 · EIN 59-2678550

Advisory (Participants)

$5,914

TIMES PUBLISHING COMPANY PROFIT-SHARING & TAX-DEFERRED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIMES PUBLISHING COMPANY PROFIT-SHARING & TAX-DEFERRED SAVINGS 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