Retirement plan

JACQUELINE DELANEY 401K PROFIT SHARING PLAN

Name: JACQUELINE DELANEY - JACQUELINE DELANEY 401K PROFIT SHARING PLAN (2023) 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 2023

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$694K

+48.3% from 2022

Total participants

+27.3% from 2022

Average account balance

$53,368

+25.5% from 2022

Annual return

19.90%

+37.77 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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).

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

$53,368

$175,259-69.5%

$149,723-64.4%

$139,487-61.7%

Participation rate

90.0%

83.4%+6.6pp

78.8%+11.2pp

80.3%+9.7pp

Annual return

19.90%

166.82%-146.9pp

134.50%-114.6pp

373.84%-353.9pp

Employer contribution / active EE

$4,522

$5,478-17.5%

$4,821-6.2%

$4,755-4.9%

Participant deferral / active EE

$8,762

$6,522+34.4%

$5,682+54.2%

$6,713+30.5%

Admin fee / account holder

$16,158-100.0%

$13,215-100.0%

$11,407-100.0%

JACQUELINE DELANEY 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JACQUELINE DELANEY 401K 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