Retirement plan

LONG VIEW SYSTEMS 401(K)PLAN

Name: LONG VIEW SYSTEMS CORPORATION USA - LONG VIEW SYSTEMS 401(K)PLAN (2023) Form 5500
Creator: LONG VIEW SYSTEMS CORPORATION USA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LONG VIEW SYSTEMS 401(K)PLAN, LONG VIEW SYSTEMS CORPORATION USA

LONG VIEW SYSTEMS CORPORATION USAEIN 76-0722922Plan #001PY 2023

555 17TH STREET , SUITE 1600 - DENVER, CO 80202303-729-2200LinkedIn201-500 employeesinformation technology and services

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$17.2M

+17.6% from 2022

Total participants

396

+150.6% from 2022

Average account balance

$45,615

-58.2% from 2022

Annual return

17.45%

+33.08 pp from 2022

Benchmarks

See 6,231 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,231 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.95M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

382

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.

88.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$247

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY9+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346	Recordkeeping	$3,405
JOHN HANCOCK LIFE INSURANCE COMPANY4 years Service code 26	Advisory (Participants)	$3,022

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$78K

$489 / participant

Investment mgmt$3K3.9%
Contract admin$75K96.1%

% of EOY assets

0.455%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,615

$91,439-50.1%

$135,974-66.5%

$71,511-36.2%

Participation rate

88.1%

75.7%+12.5pp

81.9%+6.2pp

67.9%+20.2pp

Annual return

17.45%

29.90%-12.4pp

68.30%-50.9pp

28.86%-11.4pp

Employer contribution / active EE

$4,979

$3,705+34.4%

$4,859+2.5%

$2,589+92.3%

Participant deferral / active EE

$5,613

$7,093-20.9%

$7,760-27.7%

$4,291+30.8%

Admin fee / account holder

$207

$1,267-83.6%

$10,767-98.1%

$1,588-86.9%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY9+ years

Filed as: JOHN HANCOCK USA

Service code 15 · EIN 01-0233346

Recordkeeping

$3,405

JOHN HANCOCK LIFE INSURANCE COMPANY4 years

Service code 26

Advisory (Participants)

$3,022

LONG VIEW SYSTEMS 401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LONG VIEW SYSTEMS 401(K)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