Retirement plan

J HENRY PUBLISHING INC 401(K) PROFIT SHARING PLAN & TRUST

Name: J HENRY PUBLISHING INC - J HENRY PUBLISHING INC 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: J HENRY PUBLISHING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J HENRY PUBLISHING INC 401(K) PROFIT SHARING PLAN & TRUST, J HENRY PUBLISHING INC

J HENRY PUBLISHING INCEIN 84-3558851Plan #001PY 2024

17 HARLAND RD - WEYMOUTH, MA 021881408781-985-2140LinkedIn1-10 employeespublishing

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$44K

+32.7% from 2023

Total participants

0.0% from 2023

Average account balance

$21,966

+32.7% from 2023

Annual return

11.73%

-7.89 pp from 2023

Benchmarks

See 19,390 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,390 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$44K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.73%

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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$21,966

$100,139-78.1%

$85,187-74.2%

$145,884-84.9%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

11.73%

84.15%-72.4pp

66.67%-54.9pp

551.85%-540.1pp

Employer contribution / active EE

$3,238-100.0%

$2,732-100.0%

$4,662-100.0%

Participant deferral / active EE

$3,465

$5,296-34.6%

$4,525-23.4%

$6,690-48.2%

Admin fee / account holder

$7,262-100.0%

$6,162-100.0%

$13,392-100.0%

J HENRY PUBLISHING INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J HENRY PUBLISHING INC 401(K) PROFIT SHARING PLAN & TRUST

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