Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUT COUNCIL OF MIDDLE MISSISSIPPI

Name: GIRL SCOUT COUNCIL OF MIDDLE M - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUT COUNCIL OF MIDDLE MISSISSIPPI (2022) Form 5500
Creator: GIRL SCOUT COUNCIL OF MIDDLE M
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUT COUNCIL OF MIDDLE MISSISSIPPI, GIRL SCOUT COUNCIL OF MIDDLE M

GIRL SCOUT COUNCIL OF MIDDLE MEIN 64-0308410Plan #002PY 2022

1471 W COUNTY LINE RD - JACKSON, MS 392137842601-366-0607LinkedIn1-10 employeescivic & social organization

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$6K

-14.6% from 2021

Total participants

0.0% from 2021

Average account balance

$1,481

-14.6% from 2021

Annual return

-14.56%

-32.37 pp from 2021

Benchmarks

See 39,277 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,277 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8K

Not enough data

1 years with asset history on file

Average account balance

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

$2K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.85%

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 codes2G3D2J2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$12

Other / not subdivided$12100.0%

% of EOY assets

0.203%

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

$1,481

$92,766-98.4%

$82,763-98.2%

$134,545-98.9%

Participation rate

0.0%

75.2%-75.2pp

72.6%-72.6pp

81.2%-81.2pp

Annual return

-14.56%

946.97%-961.5pp

702.45%-717.0pp

418.37%-432.9pp

Employer contribution / active EE

$3,273-100.0%

$3,008-100.0%

$4,742-100.0%

Participant deferral / active EE

$4,802-100.0%

$4,395-100.0%

$6,401-100.0%

Admin fee / account holder

$5,978-99.9%

$5,325-99.9%

$11,431-100.0%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUT COUNCIL OF MIDDLE MISSISSIPPI

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUT COUNCIL OF MIDDLE MISSISSIPPI

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