Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH-WEST ORANGE COUNTY

Name: JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH-WEST ORANGE COUNTY - 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH-WEST ORANGE COUNTY (2024) Form 5500
Creator: JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH-WEST ORANGE COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH-WEST ORANGE COUNTY, JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH-WEST ORANGE COUNTY

JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH-WEST ORANGE COUNTYEIN 95-2273033Plan #003PY 2024

3801 E WILLOW ST - LONG BEACH, CA 908151734562-427-7916

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$578K

+46.1% from 2023

Total participants

+3.7% from 2023

Average account balance

$24,089

+52.2% from 2023

Annual return

13.11%

-4.32 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$578K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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 codes2G3D2J2E2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$1K

$68 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.234%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$24,089

$183,592-86.9%

$155,574-84.5%

$145,877-83.5%

Participation rate

80.0%

82.7%-2.7pp

78.2%+1.8pp

80.3%-0.3pp

Annual return

13.11%

61.37%-48.3pp

64.87%-51.8pp

551.28%-538.2pp

Employer contribution / active EE

$1,148

$5,317-78.4%

$4,676-75.4%

$4,663-75.4%

Participant deferral / active EE

$5,445

$6,466-15.8%

$5,629-3.3%

$6,691-18.6%

Admin fee / account holder

$56

$19,316-99.7%

$15,914-99.6%

$13,402-99.6%

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH-WEST ORANGE COUNTY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH-WEST ORANGE COUNTY

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