Retirement plan

PACIFIC EVERGREEN RENTALS LLC PROFIT SHARING 401)K) PLAN AND TRUST

Name: PACIFIC EVERGREEN RENTALS LLC - PACIFIC EVERGREEN RENTALS LLC PROFIT SHARING 401)K) PLAN AND TRUST (2023) Form 5500
Creator: PACIFIC EVERGREEN RENTALS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC EVERGREEN RENTALS LLC PROFIT SHARING 401)K) PLAN AND TRUST, PACIFIC EVERGREEN RENTALS LLC

PACIFIC EVERGREEN RENTALS LLCEIN 94-3323239Plan #004PY 2023

231 MARKET PLACE #512, P.O.BOX55667 - HAWARD, CA 94583510-357-2500LinkedIn1-10 employees

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$19K

+0.2% from 2022

Total participants

0.0% from 2022

Average account balance

$9,629

+0.2% from 2022

Annual return

0.25%

+0.20 pp from 2022

Benchmarks

See 23,805 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,805 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+0.00%

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 codes2C2E2G2J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$9,629

$154,209-93.8%

$130,062-92.6%

$139,487-93.1%

Participation rate

100.0%

82.0%+18.0pp

78.5%+21.5pp

80.3%+19.7pp

Annual return

0.25%

32.52%-32.3pp

-137.37%+137.6pp

373.84%-373.6pp

Employer contribution / active EE

$5,292-100.0%

$4,322-100.0%

$4,755-100.0%

Participant deferral / active EE

$6,709-100.0%

$5,821-100.0%

$6,713-100.0%

Admin fee / account holder

$13,988-100.0%

$10,601-100.0%

$11,407-100.0%

PACIFIC EVERGREEN RENTALS LLC PROFIT SHARING 401)K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PACIFIC EVERGREEN RENTALS LLC PROFIT SHARING 401)K) PLAN AND TRUST

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