Retirement plan

EL CONCILIO PROFIT SHARING 401(K) PLAN

Name: THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING - EL CONCILIO PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EL CONCILIO PROFIT SHARING 401(K) PLAN, THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING

THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKINGEIN 94-1677202Plan #001PY 2017

445 N. SAN JOAQUIN STREET - STOCKTON, CA 95202209-644-2627LinkedIn201-500 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.1M

+30.7% from 2016

Total participants

253

+19.3% from 2016

Average account balance

$15,503

-29.8% from 2016

Annual return

13.60%

+16.66 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.76M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

240

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.

73.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$299

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY2+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346	Recordkeeping	$516

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

$22K

$108 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.718%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BOWMAN & COMPANY, LLP
Auditor EIN: 941481988
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,503

$55,453-72.0%

$170,435-90.9%

$62,293-75.1%

Participation rate

75.0%

66.4%+8.6pp

83.6%-8.6pp

69.5%+5.5pp

Annual return

13.60%

21.38%-7.8pp

205.94%-192.3pp

28.90%-15.3pp

Employer contribution / active EE

$1,555

$2,164-28.1%

$5,432-71.4%

$2,042-23.8%

Participant deferral / active EE

$1,114

$2,303-51.6%

$4,939-77.4%

$3,169-64.9%

Admin fee / account holder

$111

$455-75.6%

$13,881-99.2%

$479-76.8%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY2+ years

Filed as: JOHN HANCOCK LIFE INSURANCE CO USA

Service code 15 · EIN 01-0233346

Recordkeeping

$516

EL CONCILIO PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EL CONCILIO PROFIT SHARING 401(K) PLAN

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