Retirement plan

ETZ CHAYIM RETIREMENT PLAN

Name: ETZ CHAYIM (KEHILLAT ETZ CHAYIM) - ETZ CHAYIM RETIREMENT PLAN (2019) Form 5500
Creator: ETZ CHAYIM (KEHILLAT ETZ CHAYIM)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ETZ CHAYIM RETIREMENT PLAN, ETZ CHAYIM (KEHILLAT ETZ CHAYIM)

ETZ CHAYIM (KEHILLAT ETZ CHAYIM)dba CONGREGATION ETZ CHAYIMEIN 77-0393362Plan #001PY 2019

4161 ALMA STREET - PALO ALTO, CA 94036650-813-9094LinkedIn1-10 employeesreligious institutions

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$944K

+35.3% from 2018

Total participants

0.0% from 2018

Average account balance

$157,397

+35.3% from 2018

Annual return

21.11%

+27.65 pp from 2018

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.38M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+17.54%

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 codes2J2E2G3D2F

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$157,397

$157,296+0.1%

$141,191+11.5%

$152,897+2.9%

Participation rate

83.3%

84.8%-1.5pp

82.5%+0.9pp

Annual return

21.11%

64.34%-43.2pp

71.41%-50.3pp

345.43%-324.3pp

Employer contribution / active EE

$4,585

$5,262-12.9%

$4,736-3.2%

$4,764-3.7%

Participant deferral / active EE

$11,908

$7,111+67.5%

$6,710+77.5%

$5,851+103.5%

Admin fee / account holder

$12,125-100.0%

$10,264-100.0%

$11,599-100.0%

ETZ CHAYIM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ETZ CHAYIM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion