Retirement plan

PDM INTERNAITONAL CORP. 401(K) PLAN

Name: PDM INTERNAITONAL CORP. - PDM INTERNAITONAL CORP. 401(K) PLAN (2022) Form 5500
Creator: PDM INTERNAITONAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PDM INTERNAITONAL CORP. 401(K) PLAN, PDM INTERNAITONAL CORP.

PDM INTERNAITONAL CORP.EIN 90-0351024Plan #001PY 2022

783 RIO DEL MAR BLVD., SUITE 63 - APTOS, CA 95003831-818-2695

Other plans on this EIN

1 filing

#002Retirement-$385K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$90K

No prior year

Total participants

No prior year

Average account balance

$45,110

No prior year

Annual return

-10.91%

No prior year

Benchmarks

See 4,135 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,135 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$169K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

-11.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12600

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

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,110

$88,603-49.1%

$69,890-35.5%

$134,545-66.5%

Participation rate

100.0%

74.9%+25.1pp

70.5%+29.5pp

81.2%+18.8pp

Annual return

-10.91%

442.93%-453.8pp

190.84%-201.8pp

418.37%-429.3pp

Employer contribution / active EE

$3,706

$3,236+14.5%

$2,560+44.8%

$4,742-21.8%

Participant deferral / active EE

$24,533

$4,771+414.2%

$3,848+537.5%

$6,401+283.3%

Admin fee / account holder

$10,443-100.0%

$6,267-100.0%

$11,431-100.0%

PDM INTERNAITONAL CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PDM INTERNAITONAL CORP. 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