Retirement plan

401K EMPLOYEE RETIREMENT PLAN

Name: HUMPHREYS ACADEMY FOUNDATION - 401K EMPLOYEE RETIREMENT PLAN (2025) Form 5500
Creator: HUMPHREYS ACADEMY FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401K EMPLOYEE RETIREMENT PLAN, HUMPHREYS ACADEMY FOUNDATION

HUMPHREYS ACADEMY FOUNDATIONEIN 64-6034406Plan #005PY 2025

800 PLUCK ROAD - BELZONI, MS 39038662-247-1572

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$273K

+15.0% from 2024

Total participants

0.0% from 2024

Average account balance

$7,575

+15.0% from 2024

Annual return

13.69%

+4.40 pp from 2024

Benchmarks

See 7,240 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,240 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$273K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$486

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

+13.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$129

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$290 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.702%

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

$7,575

$68,097-88.9%

$62,929-88.0%

$137,256-94.5%

Participation rate

100.0%

77.4%+22.6pp

73.1%+26.9pp

80.0%+20.0pp

Annual return

13.69%

1859.11%-1845.4pp

1063.93%-1050.2pp

220.34%-206.6pp

Employer contribution / active EE

$400

$2,811-85.8%

$2,505-84.0%

$4,156-90.4%

Participant deferral / active EE

$86

$4,553-98.1%

$3,888-97.8%

$6,407-98.7%

Admin fee / account holder

$129

$6,521-98.0%

$5,065-97.5%

$12,270-98.9%

401K EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401K EMPLOYEE RETIREMENT 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