Retirement plan

PACIFIC WEST PROPERTIES, INC. 401(K) PROFIT SHARING PLAN TRUST

Name: PACIFIC WEST PROPERTIES, INC - PACIFIC WEST PROPERTIES, INC. 401(K) PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: PACIFIC WEST PROPERTIES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC WEST PROPERTIES, INC. 401(K) PROFIT SHARING PLAN TRUST, PACIFIC WEST PROPERTIES, INC

PACIFIC WEST PROPERTIES, INCEIN 91-1780501Plan #001PY 2015

4285 COMMERCIAL ST SE SUITE 100 - SALEM, OR 97302503-391-1350salemwindermere.comLinkedIn1-10 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$171K

No prior year

Total participants

No prior year

Average account balance

$85,382

No prior year

Annual return

-0.37%

No prior year

Benchmarks

See 11,985 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort11,985 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$597K

Not enough data

1 years with asset history on file

Average account balance

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

$299K

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

0 years with headcount on file

Eligible Participants and Participation

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

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+15.15%

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 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

$200

$100 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.117%

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

$85,382

$197,819-56.8%

$155,789-45.2%

$125,388-31.9%

Participation rate

100.0%

82.1%+17.9pp

76.1%+23.9pp

83.2%+16.8pp

Annual return

-0.37%

86.73%-87.1pp

71.54%-71.9pp

282.24%-282.6pp

Employer contribution / active EE

$2,081

$4,850-57.1%

$3,839-45.8%

$4,866-57.2%

Participant deferral / active EE

$20,278

$5,631+260.1%

$4,798+322.6%

$5,352+278.9%

Admin fee / account holder

$100

$9,544-99.0%

$7,477-98.7%

$9,541-99.0%

PACIFIC WEST PROPERTIES, INC. 401(K) PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC WEST PROPERTIES, INC. 401(K) PROFIT SHARING PLAN TRUST

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