Retirement plan

224 WEST 18TH STREET 401(K) PROFIT SHARING PLAN & TRUST

Name: 224 WEST 18TH STREET - 224 WEST 18TH STREET 401(K) PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: 224 WEST 18TH STREET
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 224 WEST 18TH STREET 401(K) PROFIT SHARING PLAN & TRUST, 224 WEST 18TH STREET

224 WEST 18TH STREETEIN 73-1669969Plan #001PY 2021

30 EAST 33RD STREET, 7TH FLOOR, C/O JC LAMB MGMT CORP. - NEW YORK, NY 10016212-337-0914

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$408K

+23.8% from 2020

Total participants

0.0% from 2020

Average account balance

$135,971

+23.8% from 2020

Annual return

11.32%

-45.91 pp from 2020

Benchmarks

See 37,669 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,669 peers

Snapshot2021

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$770K

Not enough data

1 years with asset history on file

Average account balance

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

$257K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+21.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 9-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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$120

$30 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.029%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$135,971

$109,817+23.8%

$98,442+38.1%

$167,490-18.8%

Participation rate

75.0%

75.8%-0.8pp

73.3%+1.7pp

82.1%-7.1pp

Annual return

11.32%

1956.69%-1945.4pp

1492.73%-1481.4pp

478.56%-467.2pp

Employer contribution / active EE

$3,917

$3,224+21.5%

$2,960+32.3%

$4,837-19.0%

Participant deferral / active EE

$6,363

$4,673+36.2%

$4,276+48.8%

$6,341+0.3%

Admin fee / account holder

$40

$6,753-99.4%

$5,949-99.3%

$12,309-99.7%

224 WEST 18TH STREET 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

224 WEST 18TH STREET 401(K) PROFIT SHARING 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