Retirement plan

JIM CLARK'S CONSIGNMENT COUNTRY 401(K)

Name: JIM CLARK'S CONSIGNMENT COUNTRY - JIM CLARK'S CONSIGNMENT COUNTRY 401(K) (2024) Form 5500
Creator: JIM CLARK'S CONSIGNMENT COUNTRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JIM CLARK'S CONSIGNMENT COUNTRY 401(K), JIM CLARK'S CONSIGNMENT COUNTRY

JIM CLARK'S CONSIGNMENT COUNTRYEIN 81-4906308Plan #001PY 2024

1630 ROGUE RIVER HWY - GRANTS PASS, OR 975274770541-476-0818clarksconsignment.comLinkedIn1-10 employeesretail

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$162K

+45.5% from 2023

Total participants

0.0% from 2023

Average account balance

$26,964

+45.5% from 2023

Annual return

13.12%

-3.47 pp from 2023

Benchmarks

See 22,272 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,272 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$162K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.12%

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$26,964

$111,878-75.9%

$93,727-71.2%

$145,897-81.5%

Participation rate

85.7%

74.2%+11.5pp

68.7%+17.0pp

80.3%+5.4pp

Annual return

13.12%

204.28%-191.2pp

133.83%-120.7pp

552.29%-539.2pp

Employer contribution / active EE

$1,076

$3,092-65.2%

$2,421-55.6%

$4,663-76.9%

Participant deferral / active EE

$4,072

$4,920-17.2%

$4,417-7.8%

$6,689-39.1%

Admin fee / account holder

$10,256-100.0%

$8,292-100.0%

$13,390-100.0%

JIM CLARK'S CONSIGNMENT COUNTRY 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JIM CLARK'S CONSIGNMENT COUNTRY 401(K)

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