Retirement plan

TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP HUNTSVILLE/MADISON LIMESTONE COUNTIES, INC.

Name: COMMUNITY ACTION PARTNERSHIP HUNTSVILLE/MADISON LIMESTONE COUNTIES, IN - TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP HUNTSVILLE/MADISON LIMESTONE COUNTIES, INC. (2022) Form 5500
Creator: COMMUNITY ACTION PARTNERSHIP HUNTSVILLE/MADISON LIMESTONE COUNTIES, IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP HUNTSVILLE/MADISON LIMESTONE COUNTIES, INC., COMMUNITY ACTION PARTNERSHIP HUNTSVILLE/MADISON LIMESTONE COUNTIES, IN

COMMUNITY ACTION PARTNERSHIP HUNTSVILLE/MADISON LIMESTONE COUNTIES, INEIN 63-0501263Plan #002PY 2022

3516 STRINGFIELD RD NW - HUNTSVILLE, AL 358101758256-851-9800caa-htsval.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$579K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$362K

-2.4% from 2021

Total participants

+11.8% from 2021

Average account balance

$10,647

-5.3% from 2021

Annual return

-14.70%

-26.68 pp from 2021

Benchmarks

See 19,711 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,711 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$312K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

216.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+6.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1830

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2G3D2J

Plan features

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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$64 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.441%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,647

$73,867-85.6%

$143,757-92.6%

$68,494-84.5%

Participation rate

84.0%

66.7%+17.3pp

80.3%+3.7pp

67.9%+16.1pp

Annual return

-14.70%

1.01%-15.7pp

-0.04%-14.7pp

-7.84%-6.9pp

Employer contribution / active EE

$3,184-100.0%

$4,951-100.0%

$2,596-100.0%

Participant deferral / active EE

$1,886

$3,384-44.3%

$5,637-66.5%

$4,027-53.2%

Admin fee / account holder

$47

$5,755-99.2%

$14,673-99.7%

$5,403-99.1%

TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP HUNTSVILLE/MADISON LIMESTONE COUNTIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP HUNTSVILLE/MADISON LIMESTONE COUNTIES, INC.

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