Retirement plan

JACQUELINE DELANEY 401K PROFIT SHARING PLAN

Name: JACQUELINE DELANEY - JACQUELINE DELANEY 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: JACQUELINE DELANEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACQUELINE DELANEY 401K PROFIT SHARING PLAN, JACQUELINE DELANEY

JACQUELINE DELANEYEIN 83-2801434Plan #001PY 2024

40169 TRUCKEE AIRPORT RD., SUITE 204 - TRUCKEE, CA 96161530-386-0783

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$911K

+31.3% from 2023

Total participants

+7.1% from 2023

Average account balance

$75,940

+42.3% from 2023

Annual return

12.91%

-6.99 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$911K

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$90

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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).

Expense breakdown

Schedule H Part II

Admin total

$1K

$98 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.119%

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

$75,940

$183,539-58.6%

$155,556-51.2%

$145,897-47.9%

Participation rate

72.7%

82.7%-10.0pp

78.2%-5.5pp

80.3%-7.6pp

Annual return

12.91%

61.31%-48.4pp

64.84%-51.9pp

552.29%-539.4pp

Employer contribution / active EE

$3,801

$5,315-28.5%

$4,675-18.7%

$4,663-18.5%

Participant deferral / active EE

$7,924

$6,467+22.5%

$5,631+40.7%

$6,689+18.5%

Admin fee / account holder

$90

$19,275-99.5%

$15,885-99.4%

$13,390-99.3%

JACQUELINE DELANEY 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACQUELINE DELANEY 401K PROFIT SHARING 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