Retirement plan

WISDOM & WIN ENVIRON TECH INC. 401(K) PROFIT SHARING PLAN

Name: WISDOM & WIN ENVIRON TECH INC. - WISDOM & WIN ENVIRON TECH INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: WISDOM & WIN ENVIRON TECH INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISDOM & WIN ENVIRON TECH INC. 401(K) PROFIT SHARING PLAN, WISDOM & WIN ENVIRON TECH INC.

WISDOM & WIN ENVIRON TECH INC.EIN 80-0887576Plan #001PY 2024

12 INDIGO WAY - DANA POINT, CA 92629760-809-3168

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$747K

+21.4% from 2023

Total participants

+100.0% from 2023

Average account balance

$186,766

-39.3% from 2023

Annual return

12.35%

-8.37 pp from 2023

Benchmarks

See 23,939 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,939 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$747K

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.35%

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$186,766

$166,020+12.5%

$164,866+13.3%

$145,959+28.0%

Participation rate

100.0%

82.0%+18.0pp

78.6%+21.4pp

80.3%+19.7pp

Annual return

12.35%

100.08%-87.7pp

69.97%-57.6pp

561.95%-549.6pp

Employer contribution / active EE

$4,136

$5,275-21.6%

$4,343-4.8%

$4,661-11.3%

Participant deferral / active EE

$14,416

$6,961+107.1%

$6,033+139.0%

$6,689+115.5%

Admin fee / account holder

$16,644-100.0%

$12,689-100.0%

$13,398-100.0%

WISDOM & WIN ENVIRON TECH INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WISDOM & WIN ENVIRON TECH INC. 401(K) PROFIT SHARING 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