Retirement plan

TAHOE CHAMBER 401(K) PLAN

Name: LAKE TAHOE SOUTH SHORE CHAMBER OF COMMERCE DBA TAHOE CHAMBER - TAHOE CHAMBER 401(K) PLAN (2020) Form 5500
Creator: LAKE TAHOE SOUTH SHORE CHAMBER OF COMMERCE DBA TAHOE CHAMBER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAHOE CHAMBER 401(K) PLAN, LAKE TAHOE SOUTH SHORE CHAMBER OF COMMERCE DBA TAHOE CHAMBER

LAKE TAHOE SOUTH SHORE CHAMBER OF COMMERCE DBA TAHOE CHAMBEREIN 88-6004359Plan #001PY 2020

169 US HWY 50 - STATELINE, NV 894499816775-588-1728

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$51K

+72.5% from 2019

Total participants

+33.3% from 2019

Average account balance

$16,877

+72.5% from 2019

Annual return

23.65%

-6.19 pp from 2019

Benchmarks

See 14,142 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,142 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3K

Not enough data

1 years with asset history on file

Average account balance

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

$1K

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

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+0.00%

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,877

$109,327-84.6%

$89,391-81.1%

$158,922-89.4%

Participation rate

75.0%

74.3%+0.7pp

68.0%+7.0pp

82.0%-7.0pp

Annual return

23.65%

345.68%-322.0pp

245.62%-222.0pp

302.83%-279.2pp

Employer contribution / active EE

$1,431

$3,170-54.8%

$2,586-44.6%

$4,761-69.9%

Participant deferral / active EE

$2,154

$4,598-53.2%

$3,890-44.6%

$5,982-64.0%

Admin fee / account holder

$6,153-100.0%

$4,881-100.0%

$11,246-100.0%

TAHOE CHAMBER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAHOE CHAMBER 401(K) 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