Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VISTA REAL ESTATE, INC.

Name: VISTA REAL ESTATE, INC. - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VISTA REAL ESTATE, INC. (2022) Form 5500
Creator: VISTA REAL ESTATE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VISTA REAL ESTATE, INC., VISTA REAL ESTATE, INC.

VISTA REAL ESTATE, INC.EIN 92-0078044Plan #001PY 2022

3801 CENTERPOINT DR STE 200 - ANCHORAGE, AK 995035822907-562-6464

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

-7.5% from 2021

Total participants

+15.8% from 2021

Average account balance

$50,351

-22.5% from 2021

Annual return

-10.09%

-19.74 pp from 2021

Benchmarks

See 3,973 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,973 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.53M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

177.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3536

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 codes2F2G2S2T3D

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Expense breakdown

Schedule H Part II

Admin total

$11K

$421 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.486%

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

$50,351

$69,012-27.0%

$160,037-68.5%

$68,490-26.5%

Participation rate

96.0%

65.4%+30.6pp

78.0%+18.0pp

67.9%+28.1pp

Annual return

-10.09%

-9.65%-0.4pp

408.95%-419.0pp

-7.85%-2.2pp

Employer contribution / active EE

$576

$2,212-74.0%

$4,226-86.4%

$2,597-77.8%

Participant deferral / active EE

$2,303

$4,212-45.3%

$6,184-62.8%

$4,028-42.8%

Admin fee / account holder

$245

$4,798-94.9%

$8,716-97.2%

$5,403-95.5%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VISTA REAL ESTATE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VISTA REAL ESTATE, INC.

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