Retirement plan

JUDSON MANAGEMENT, LLC MONEY PURCHASE PLAN

Name: JUDSON MANAGEMENT, LLC - JUDSON MANAGEMENT, LLC MONEY PURCHASE PLAN (2023) Form 5500
Creator: JUDSON MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUDSON MANAGEMENT, LLC MONEY PURCHASE PLAN, JUDSON MANAGEMENT, LLC

JUDSON MANAGEMENT, LLCEIN 83-3989446Plan #001PY 2023

PO BOX 2052 - MIDLAND, TX 79702432-686-8888

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

+33.1% from 2022

Total participants

0.0% from 2022

Average account balance

$970,640

+33.1% from 2022

Annual return

27.53%

+51.51 pp from 2022

Benchmarks

See 1,610 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,610 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.75M

Not enough data

1 years with asset history on file

Average account balance

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

$750K

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

$147K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+23.65%

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 codes2C2G2R3B3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$14

$5 / participant

Other / not subdivided$14100.0%

% of EOY assets

0.000%

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

$970,640

$192,829+403.4%

$142,516+581.1%

$139,487+595.9%

Participation rate

100.0%

81.4%+18.6pp

76.8%+23.2pp

80.3%+19.7pp

Annual return

27.53%

18.07%+9.5pp

20.03%+7.5pp

373.84%-346.3pp

Employer contribution / active EE

$40,929

$5,808+604.7%

$4,849+744.1%

$4,755+760.8%

Participant deferral / active EE

$7,200-100.0%

$6,280-100.0%

$6,713-100.0%

Admin fee / account holder

$15,120-100.0%

$10,008-100.0%

$11,407-100.0%

JUDSON MANAGEMENT, LLC MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUDSON MANAGEMENT, LLC MONEY PURCHASE 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