Retirement plan

PRIME COMMERCIAL 401(K) PLAN

Name: PRIME COMMERCIAL, INC. - PRIME COMMERCIAL 401(K) PLAN (2023) Form 5500
Creator: PRIME COMMERCIAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIME COMMERCIAL 401(K) PLAN, PRIME COMMERCIAL, INC.

PRIME COMMERCIAL, INC.EIN 80-0366360Plan #001PY 2023

1543 LAFAYETTE STREET, SUITE C - SANTA CLARA, CA 95050408-879-4000primecommercialinc.comLinkedIn1-10 employeescommercial real estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+28.2% from 2022

Total participants

0.0% from 2022

Average account balance

$213,885

+53.9% from 2022

Annual return

18.13%

+33.15 pp from 2022

Benchmarks

See 19,292 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,292 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25

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

$169

$34 / participant

Other / not subdivided$169100.0%

% of EOY assets

0.016%

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

$213,885

$202,460+5.6%

$169,385+26.3%

$139,456+53.4%

Participation rate

80.0%

81.1%-1.1pp

77.2%+2.8pp

80.3%-0.3pp

Annual return

18.13%

532.07%-513.9pp

405.82%-387.7pp

373.45%-355.3pp

Employer contribution / active EE

$4,861

$4,691+3.6%

$4,012+21.2%

$4,753+2.3%

Participant deferral / active EE

$12,000

$6,938+73.0%

$6,221+92.9%

$6,711+78.8%

Admin fee / account holder

$34

$10,719-99.7%

$9,011-99.6%

$11,407-99.7%

PRIME COMMERCIAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIME COMMERCIAL 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