Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)

Name: SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH) - 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH) (2023) Form 5500
Creator: SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH), SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)

SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)EIN 95-4019655Plan #003PY 2023

340 E 2ND ST STE 406 - LOS ANGELES, CA 900124249213-480-1249southerncaliforniacoalition.comLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$432K

+24.1% from 2022

Total participants

0.0% from 2022

Average account balance

$25,394

+9.5% from 2022

Annual return

18.29%

+36.65 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$580K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

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

+17.11%

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 codes2G3D2J2E

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$44K

$3358 / participant

Other / not subdivided$44K100.0%

% of EOY assets

10.111%

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

$25,394

$175,259-85.5%

$149,723-83.0%

$139,487-81.8%

Participation rate

84.6%

83.4%+1.2pp

78.8%+5.8pp

80.3%+4.3pp

Annual return

18.29%

166.82%-148.5pp

134.50%-116.2pp

373.84%-355.5pp

Employer contribution / active EE

$2,131

$5,478-61.1%

$4,821-55.8%

$4,755-55.2%

Participant deferral / active EE

$2,776

$6,522-57.4%

$5,682-51.1%

$6,713-58.6%

Admin fee / account holder

$2,568

$16,158-84.1%

$13,215-80.6%

$11,407-77.5%

403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)

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