Retirement plan

IGLESIA DE DIOS, INC PLAN TRUST

Name: LA IGLESIA DE DIOS, INC. - IGLESIA DE DIOS, INC PLAN TRUST (2022) Form 5500
Creator: LA IGLESIA DE DIOS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IGLESIA DE DIOS, INC PLAN TRUST, LA IGLESIA DE DIOS, INC.

LA IGLESIA DE DIOS, INC.EIN 66-0577235Plan #001PY 2022

PO BOX 7288 - CAGUAS, PR 007267288787-643-6157

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$233K

-3.7% from 2021

Total participants

-6.3% from 2021

Average account balance

$16,662

+3.2% from 2021

Annual return

-13.14%

-19.58 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$260K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

47.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$475

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

+5.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2335

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 codes2E2J3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$145 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.870%

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

$16,662

$92,684-82.0%

$82,706-79.9%

$134,509-87.6%

Participation rate

92.9%

75.2%+17.7pp

72.6%+20.3pp

81.2%+11.6pp

Annual return

-13.14%

945.84%-959.0pp

701.76%-714.9pp

418.13%-431.3pp

Employer contribution / active EE

$3,272-100.0%

$3,007-100.0%

$4,741-100.0%

Participant deferral / active EE

$1,636

$4,800-65.9%

$4,394-62.8%

$6,400-74.4%

Admin fee / account holder

$145

$5,982-97.6%

$5,329-97.3%

$11,427-98.7%

IGLESIA DE DIOS, INC PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IGLESIA DE DIOS, INC PLAN TRUST

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