Retirement plan

MOLLER PROPERTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: MOLLER PROPERTIES, INC. - MOLLER PROPERTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: MOLLER PROPERTIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOLLER PROPERTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, MOLLER PROPERTIES, INC.

MOLLER PROPERTIES, INC.EIN 95-3607078Plan #001PY 2024

12010 RAMONA BLVD., SUITE 7 - EL MONTE, CA 91732626-444-0273

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.5M

+12.0% from 2023

Total participants

-9.5% from 2023

Average account balance

$139,757

+5.8% from 2023

Annual return

6.20%

+0.71 pp from 2023

Benchmarks

See 20,156 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,156 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.90M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$185K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1629

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 codes2E2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$139,757

$210,698-33.7%

$178,014-21.5%

$145,959-4.2%

Participation rate

92.9%

80.8%+12.1pp

77.1%+15.8pp

80.3%+12.6pp

Annual return

6.20%

386.27%-380.1pp

294.80%-288.6pp

561.95%-555.7pp

Employer contribution / active EE

$2,469

$4,567-45.9%

$3,950-37.5%

$4,661-47.0%

Participant deferral / active EE

$6,907

$6,958-0.7%

$6,276+10.0%

$6,689+3.3%

Admin fee / account holder

$12,016-100.0%

$10,362-100.0%

$13,398-100.0%

MOLLER PROPERTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MOLLER PROPERTIES, INC. 401(K) PROFIT SHARING 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