Retirement plan

DWAJM INCORPORATED 401(K) PLAN

Name: DWAJM INCORPORATED - DWAJM INCORPORATED 401(K) PLAN (2021) Form 5500
Creator: DWAJM INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DWAJM INCORPORATED 401(K) PLAN, DWAJM INCORPORATED

DWAJM INCORPORATEDEIN 81-1026089Plan #001PY 2021

448 SWEDESFORD ROAD - BERWYN, PA 19312732-836-9132

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$125K

No prior year

Total participants

No prior year

Average account balance

$20,790

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,318 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort8,318 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$269K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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

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

+11.59%

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 codes2E2J3D

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.

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

$20,790

$127,296-83.7%

$109,907-81.1%

$167,536-87.6%

Participation rate

100.0%

77.9%+22.1pp

74.2%+25.8pp

82.1%+17.9pp

Annual return

0.00%

22.97%-23.0pp

29.46%-29.5pp

478.82%-478.8pp

Employer contribution / active EE

$12,123

$3,325+264.6%

$2,844+326.3%

$4,839+150.5%

Participant deferral / active EE

$8,667

$4,513+92.0%

$4,047+114.2%

$6,342+36.6%

Admin fee / account holder

$7,119-100.0%

$6,069-100.0%

$12,315-100.0%

DWAJM INCORPORATED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DWAJM INCORPORATED 401(K) 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