Retirement plan

MID-VALLEY DEVELOPMENT 401(K) PLAN

Name: MID-VALLEY DEVELOPMENT (CAL) LLC - MID-VALLEY DEVELOPMENT 401(K) PLAN (2022) Form 5500
Creator: MID-VALLEY DEVELOPMENT (CAL) LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MID-VALLEY DEVELOPMENT 401(K) PLAN, MID-VALLEY DEVELOPMENT (CAL) LLC

MID-VALLEY DEVELOPMENT (CAL) LLCEIN 94-3312809Plan #001PY 2022

23428 SUMMIT ROAD - LOS GATOS, CA 95033408-505-0915

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$41K

+60.8% from 2021

Total participants

0.0% from 2021

Average account balance

$40,875

+60.8% from 2021

Annual return

-23.09%

-23.09 pp from 2021

Benchmarks

See 48,271 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,271 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$125K

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+13.16%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow returns
Annual investment return 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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,875

$133,998-69.5%

$112,263-63.6%

$134,545-69.6%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

-23.09%

47.17%-70.3pp

27.49%-50.6pp

418.37%-441.5pp

Employer contribution / active EE

$4,040-100.0%

$3,636-100.0%

$4,742-100.0%

Participant deferral / active EE

$21,330

$5,292+303.0%

$4,729+351.0%

$6,401+233.2%

Admin fee / account holder

$7,493-100.0%

$6,410-100.0%

$11,431-100.0%

MID-VALLEY DEVELOPMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MID-VALLEY DEVELOPMENT 401(K) 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