Retirement plan

GREATER LOUISVILLE ASSOCIATION OF REALTORS 401(K) PLAN

Name: GREATER LOUISVILLE ASSN OF REALTORS - GREATER LOUISVILLE ASSOCIATION OF REALTORS 401(K) PLAN (2020) Form 5500
Creator: GREATER LOUISVILLE ASSN OF REALTORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREATER LOUISVILLE ASSOCIATION OF REALTORS 401(K) PLAN, GREATER LOUISVILLE ASSN OF REALTORS

GREATER LOUISVILLE ASSN OF REALTORSEIN 61-0264770Plan #003PY 2020

6300 DUTCHMANS PKWY - LOUISVILLE, KY 402053311502-894-9860louisvillerealtors.comLinkedIn11-50 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.3M

+22.9% from 2019

Total participants

+14.3% from 2019

Average account balance

$97,969

+12.2% from 2019

Annual return

16.22%

+11.61 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.03M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9941

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 codes2E2G2J3D

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.
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

$2K

$130 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.092%

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

$97,969

$228,395-57.1%

$185,861-47.3%

$158,982-38.4%

Participation rate

93.8%

82.3%+11.4pp

78.0%+15.7pp

82.0%+11.8pp

Annual return

16.22%

40.82%-24.6pp

35.96%-19.7pp

302.99%-286.8pp

Employer contribution / active EE

$3,204

$4,968-35.5%

$4,088-21.6%

$4,763-32.7%

Participant deferral / active EE

$4,528

$6,417-29.4%

$5,634-19.6%

$5,983-24.3%

Admin fee / account holder

$90

$11,869-99.2%

$9,503-99.1%

$11,252-99.2%

GREATER LOUISVILLE ASSOCIATION OF REALTORS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREATER LOUISVILLE ASSOCIATION OF REALTORS 401(K) 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