Retirement plan

MSSB C/F PAUL V WOLF, PAUL V WOLF VIPP IND(K)

Name: PAUL V. WOLF - MSSB C/F PAUL V WOLF, PAUL V WOLF VIPP IND(K) (2024) Form 5500
Creator: PAUL V. WOLF
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MSSB C/F PAUL V WOLF, PAUL V WOLF VIPP IND(K), PAUL V. WOLF

PAUL V. WOLFEIN 82-3612205Plan #001PY 2024

1342 BOBBY LANE - WESTLAKE, OH 441451985440-552-4160

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$676K

+10.0% from 2023

Total participants

0.0% from 2023

Average account balance

No prior year

Annual return

9.98%

+1.30 pp from 2023

Benchmarks

See 103 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants<25

Cohort103 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$676K

Not enough data

1 years with asset history on file

Average account balance

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

$676K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

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

+9.98%

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 codes1C2J

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account 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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$8K

$8224 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.216%

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

$468,795-100.0%

$468,815-100.0%

$468,795-100.0%

Participation rate

0.0%

85.1%-85.1pp

85.7%-85.7pp

85.1%-85.1pp

Annual return

9.98%

39.95%-30.0pp

6.47%+3.5pp

39.95%-30.0pp

Employer contribution / active EE

$28,085-100.0%

$45,376-100.0%

$28,085-100.0%

Participant deferral / active EE

$10,110-100.0%

$6,698-100.0%

$10,110-100.0%

Admin fee / account holder

$8,110-100.0%

$10,236-100.0%

$8,110-100.0%

MSSB C/F PAUL V WOLF, PAUL V WOLF VIPP IND(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MSSB C/F PAUL V WOLF, PAUL V WOLF VIPP IND(K)

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