Retirement plan

ARIZONA FOOD MARKETING 401K PROFIT SHARING PLAN

Name: ARIZONA FOOD MARKETING ALLIANCE - ARIZONA FOOD MARKETING 401K PROFIT SHARING PLAN (2023) Form 5500
Creator: ARIZONA FOOD MARKETING ALLIANCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARIZONA FOOD MARKETING 401K PROFIT SHARING PLAN, ARIZONA FOOD MARKETING ALLIANCE

ARIZONA FOOD MARKETING ALLIANCEEIN 86-0069988Plan #001PY 2023

120 E PIERCE STREET - PHOENIX, AZ 85004602-252-9761afmaaz.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$291K

+42.6% from 2022

Total participants

0.0% from 2022

Average account balance

$58,128

+42.6% from 2022

Annual return

13.50%

+52.29 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$359K

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+12.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8314

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing 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

$227

$57 / participant

Other / not subdivided$227100.0%

% of EOY assets

0.078%

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

$58,128

$96,678-39.9%

$86,640-32.9%

$139,466-58.3%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

13.50%

106.69%-93.2pp

592.52%-579.0pp

373.66%-360.2pp

Employer contribution / active EE

$4,624

$3,265+41.6%

$3,024+52.9%

$4,754-2.7%

Participant deferral / active EE

$10,199

$4,837+110.9%

$4,438+129.8%

$6,712+52.0%

Admin fee / account holder

$45

$6,410-99.3%

$5,616-99.2%

$11,409-99.6%

ARIZONA FOOD MARKETING 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARIZONA FOOD MARKETING 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