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 (2023) 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 2023

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$362K

+19.4% from 2022

Total participants

0.0% from 2022

Average account balance

$60,377

+19.4% from 2022

Annual return

10.10%

+27.69 pp from 2022

Benchmarks

See 9,621 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,621 peers

Snapshot2023

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

Other / not subdivided$2K100.0%

% of EOY assets

0.453%

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

$60,377

$110,303-45.3%

$95,759-36.9%

$139,487-56.7%

Participation rate

0.0%

75.7%-75.7pp

72.3%-72.3pp

80.3%-80.3pp

Annual return

10.10%

27.19%-17.1pp

28.42%-18.3pp

373.84%-363.7pp

Employer contribution / active EE

$3,261-100.0%

$2,836-100.0%

$4,755-100.0%

Participant deferral / active EE

$4,674-100.0%

$4,244-100.0%

$6,713-100.0%

Admin fee / account holder

$273

$6,615-95.9%

$5,678-95.2%

$11,407-97.6%

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