Retirement plan

STEVENS GROUP MARKETING, INC. 401(K) PROFIT SHARING PLAN

Name: STEVENS GROUP MARKETING, INC. - STEVENS GROUP MARKETING, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: STEVENS GROUP MARKETING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVENS GROUP MARKETING, INC. 401(K) PROFIT SHARING PLAN, STEVENS GROUP MARKETING, INC.

STEVENS GROUP MARKETING, INC.EIN 77-0494282Plan #001PY 2022

P.O. BOX 2104 - TURLOCK, CA 95381209-668-6077

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$303K

-9.0% from 2021

Total participants

0.0% from 2021

Average account balance

$50,570

-9.0% from 2021

Annual return

-17.59%

-34.46 pp from 2021

Benchmarks

See 9,014 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,014 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.04%

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 codes2E2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$2K

$560 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.553%

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

$50,570

$106,557-52.5%

$91,227-44.6%

$134,545-62.4%

Participation rate

100.0%

76.8%+23.2pp

73.2%+26.8pp

81.2%+18.8pp

Annual return

-17.59%

160.81%-178.4pp

114.14%-131.7pp

418.37%-436.0pp

Employer contribution / active EE

$898

$3,332-73.0%

$2,851-68.5%

$4,742-81.1%

Participant deferral / active EE

$8,667

$4,719+83.7%

$4,234+104.7%

$6,401+35.4%

Admin fee / account holder

$280

$6,235-95.5%

$5,423-94.8%

$11,431-97.6%

STEVENS GROUP MARKETING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVENS GROUP MARKETING, INC. 401(K) PROFIT SHARING 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