Retirement plan

CAPE CANAVERAL VOLUNTEER FIRE DEPARTMENT, INC. DEFINED BENEFIT PENSION PLAN

Name: CAPE CANAVERAL VOLUNTEER FIRE DEPARTMENT, INC. - CAPE CANAVERAL VOLUNTEER FIRE DEPARTMENT, INC. DEFINED BENEFIT PENSION PLAN (2023) Form 5500
Creator: CAPE CANAVERAL VOLUNTEER FIRE DEPARTMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPE CANAVERAL VOLUNTEER FIRE DEPARTMENT, INC. DEFINED BENEFIT PENSION PLAN, CAPE CANAVERAL VOLUNTEER FIRE DEPARTMENT, INC.

CAPE CANAVERAL VOLUNTEER FIRE DEPARTMENT, INC.EIN 59-6151067Plan #002PY 2023

8970 COLUMBIA ROAD - CAPE CANAVERAL, FL 32920321-783-4424canaveralfire.wordpress.comLinkedIn51-200 employeescivic & social organization

Other plans on this EIN

1 filing

#003Retirement-$74K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.1M

+14.1% from 2022

Total participants

0.0% from 2022

Average account balance

No prior year

Annual return

10.70%

+26.38 pp from 2022

Benchmarks

See 181 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined benefit

Participants25-99

Cohort181 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.11M

Not enough data

1 years with asset history on file

Average account balance

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

$319K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+22.50%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A3D

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
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.

Expense breakdown

Schedule H Part II

Admin total

$617K

$18136 / participant

Other / not subdivided$617K100.0%

% of EOY assets

3.836%

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

$169,426-100.0%

$163,428-100.0%

$282,865-100.0%

Participation rate

0.0%

3.2%-3.2pp

15.9%-15.9pp

12.4%-12.4pp

Annual return

10.70%

8.88%+1.8pp

9.36%+1.3pp

9.89%+0.8pp

Employer contribution / active EE

$24,235

$15,976+51.7%

$31,270-22.5%

$14,313+69.3%

Participant deferral / active EE

$5,208

$621+738.1%

$263+1876.5%

$71+7257.5%

Admin fee / account holder

$8,087-100.0%

$9,460-100.0%

$9,084-100.0%

CAPE CANAVERAL VOLUNTEER FIRE DEPARTMENT, INC. DEFINED BENEFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPE CANAVERAL VOLUNTEER FIRE DEPARTMENT, INC. DEFINED BENEFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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