Retirement plan

JOHN AND MARCIA GOLDMAN FOUNDATION RETIREMENT PLAN

Name: JOHN AND MARCIA GOLDMAN FOUNDATION - JOHN AND MARCIA GOLDMAN FOUNDATION RETIREMENT PLAN (2017) 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 2017

101 SECOND STREET, SUITE 1625 - SAN FRANCISCO, CA 94105415-744-8787jmgoldmanfoundation.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$822K

+53.2% from 2016

Total participants

+22.2% from 2016

Average account balance

$82,157

+37.9% from 2016

Annual return

22.02%

+4.60 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.81M

Not enough data

1 years with asset history on file

Average account balance

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

$318K

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

$193K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+17.83%

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$82,157

$99,009-17.0%

$86,581-5.1%

$147,585-44.3%

Participation rate

88.9%

76.3%+12.5pp

73.5%+15.3pp

82.8%+6.1pp

Annual return

22.02%

1312.70%-1290.7pp

965.06%-943.0pp

578.58%-556.6pp

Employer contribution / active EE

$12,415

$3,132+296.4%

$2,840+337.2%

$4,876+154.6%

Participant deferral / active EE

$6,151

$3,972+54.9%

$3,609+70.5%

$5,439+13.1%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

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