Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF VENTURA COUNTY

Name: JEWISH FEDERATION OF VENTURA C - 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF VENTURA COUNTY (2023) Form 5500
Creator: JEWISH FEDERATION OF VENTURA C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF VENTURA COUNTY, JEWISH FEDERATION OF VENTURA C

JEWISH FEDERATION OF VENTURA CEIN 95-3848761Plan #001PY 2023

5425 EVERGLADES STREET - VENTURA, CA 93003805-647-7800LinkedIn1-10 employeesreligious institutions

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$410K

+29.7% from 2022

Total participants

0.0% from 2022

Average account balance

$136,551

+29.7% from 2022

Annual return

14.03%

+32.41 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$490K

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+10.36%

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 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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$24

$12 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.006%

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

$136,551

$96,678+41.2%

$86,640+57.6%

$139,466-2.1%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

14.03%

106.69%-92.7pp

592.52%-578.5pp

373.66%-359.6pp

Employer contribution / active EE

$7,355

$3,265+125.2%

$3,024+143.2%

$4,754+54.7%

Participant deferral / active EE

$17,438

$4,837+260.5%

$4,438+292.9%

$6,712+159.8%

Admin fee / account holder

$6,410-99.9%

$5,616-99.9%

$11,409-99.9%

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF VENTURA COUNTY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF VENTURA 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