Retirement plan

JOHN AND MARCIA GOLDMAN FOUNDATION RETIREMENT PLAN

Name: JOHN AND MARCIA GOLDMAN FOUNDATION - JOHN AND MARCIA GOLDMAN FOUNDATION RETIREMENT PLAN (2024) Form 5500
Creator: JOHN AND MARCIA GOLDMAN FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN AND MARCIA GOLDMAN FOUNDATION RETIREMENT PLAN, JOHN AND MARCIA GOLDMAN FOUNDATION

JOHN AND MARCIA GOLDMAN FOUNDATIONEIN 94-3274370Plan #001PY 2024

182 HOWARD STREET #8 - SAN FRANCISCO, CA 94105415-744-8787jmgoldmanfoundation.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+25.9% from 2023

Total participants

0.0% from 2023

Average account balance

$256,100

+25.9% from 2023

Annual return

18.20%

-3.03 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.07M

Not enough data

1 years with asset history on file

Average account balance

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

$256K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$187K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$47K

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

+18.20%

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 codes2L2F2G2J

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.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$256,100

$88,778+188.5%

$81,844+212.9%

$145,884+75.6%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

18.20%

1033.03%-1014.8pp

778.87%-760.7pp

551.85%-533.6pp

Employer contribution / active EE

$27,391

$3,087+787.3%

$2,916+839.2%

$4,662+487.5%

Participant deferral / active EE

$19,450

$4,648+318.4%

$4,323+349.9%

$6,690+190.7%

Admin fee / account holder

$8,430-100.0%

$7,355-100.0%

$13,392-100.0%

JOHN AND MARCIA GOLDMAN FOUNDATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOHN AND MARCIA GOLDMAN FOUNDATION RETIREMENT 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