Retirement plan

PUGET SOUND PILOTS ASSOCIATION 401(K) PLAN

Name: PUGET SOUND PILOTS ASSOCIATION - PUGET SOUND PILOTS ASSOCIATION 401(K) PLAN (2022) Form 5500
Creator: PUGET SOUND PILOTS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUGET SOUND PILOTS ASSOCIATION 401(K) PLAN, PUGET SOUND PILOTS ASSOCIATION

PUGET SOUND PILOTS ASSOCIATIONEIN 91-1170751Plan #003PY 2022

2003 WESTERN AVE., STE 200 - SEATTLE, WA 98121206-518-5454pspilots.orgLinkedIn51-200 employeesmaritime

Other plans on this EIN

1 filing

#001Retirement-$276K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

0.00%

+1.15 pp from 2021

Benchmarks

See 8,685 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,685 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

This year's asset flow

No Schedule H asset amounts on this filing

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

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 codes2E2J2G3D

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

$82,324-100.0%

$68,803-100.0%

$134,545-100.0%

Participation rate

0.0%

75.1%-75.1pp

69.0%-69.0pp

81.2%-81.2pp

Annual return

0.00%

-2.17%+2.2pp

-6.37%+6.4pp

418.37%-418.4pp

Employer contribution / active EE

$3,302-100.0%

$2,656-100.0%

$4,742-100.0%

Participant deferral / active EE

$4,740-100.0%

$3,942-100.0%

$6,401-100.0%

Admin fee / account holder

$6,485-100.0%

$4,936-100.0%

$11,431-100.0%

PUGET SOUND PILOTS ASSOCIATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PUGET SOUND PILOTS ASSOCIATION 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