Retirement plan

GREENVILLAGE INSURANCE SERVICES, INC. 401(K) PLAN

Name: GREENVILLAGE INSURANCE SERVICES, INC. - GREENVILLAGE INSURANCE SERVICES, INC. 401(K) PLAN (2023) Form 5500
Creator: GREENVILLAGE INSURANCE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENVILLAGE INSURANCE SERVICES, INC. 401(K) PLAN, GREENVILLAGE INSURANCE SERVICES, INC.

GREENVILLAGE INSURANCE SERVICES, INC.EIN 90-0848894Plan #002PY 2023

19223 E. COLIMA RD #930 - ROWLAND HEIGHTS, CA 91748626-905-4375LinkedIn1-10 employeesinsurance

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$332K

+47.9% from 2022

Total participants

+14.3% from 2022

Average account balance

$41,438

+29.4% from 2022

Annual return

11.03%

+23.79 pp from 2022

Benchmarks

See 36,154 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort36,154 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$490K

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.97%

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 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

$41,438

$185,905-77.7%

$170,057-75.6%

$139,487-70.3%

Participation rate

100.0%

87.8%+12.2pp

87.0%+13.0pp

80.3%+19.7pp

Annual return

11.03%

60.56%-49.5pp

53.42%-42.4pp

373.84%-362.8pp

Employer contribution / active EE

$4,576

$7,597-39.8%

$6,790-32.6%

$4,755-3.8%

Participant deferral / active EE

$5,759

$11,627-50.5%

$10,411-44.7%

$6,713-14.2%

Admin fee / account holder

$15,397-100.0%

$12,826-100.0%

$11,407-100.0%

GREENVILLAGE INSURANCE SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GREENVILLAGE INSURANCE SERVICES, INC. 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