Retirement plan

MARIN ASSOCIATION OF REALTORS, INC. 401(K) PROFIT SHARING PLAN

Name: MARIN ASSOCIATION OF REALTORS, INC. - MARIN ASSOCIATION OF REALTORS, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: MARIN ASSOCIATION OF REALTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARIN ASSOCIATION OF REALTORS, INC. 401(K) PROFIT SHARING PLAN, MARIN ASSOCIATION OF REALTORS, INC.

MARIN ASSOCIATION OF REALTORS, INC.EIN 94-1179600Plan #002PY 2022

40 MITCHELL BLVD. - SAN RAFAEL, CA 94903415-507-1000marincountyrealtors.comLinkedIn1-10 employeesreal estate

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$373K

-9.5% from 2021

Total participants

0.0% from 2021

Average account balance

$93,347

-32.1% from 2021

Annual return

-12.53%

-23.32 pp from 2021

Benchmarks

See 18,492 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,492 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$390K

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.53%

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$93,347

$190,805-51.1%

$159,960-41.6%

$134,475-30.6%

Participation rate

100.0%

81.9%+18.1pp

78.0%+22.0pp

81.2%+18.8pp

Annual return

-12.53%

552.23%-564.8pp

408.60%-421.1pp

417.96%-430.5pp

Employer contribution / active EE

$4,995-100.0%

$4,226-100.0%

$4,740-100.0%

Participant deferral / active EE

$4,222

$6,923-39.0%

$6,182-31.7%

$6,400-34.0%

Admin fee / account holder

$10,471-100.0%

$8,698-100.0%

$11,426-100.0%

MARIN ASSOCIATION OF REALTORS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARIN ASSOCIATION OF REALTORS, INC. 401(K) PROFIT SHARING 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