Retirement plan

CAL-JAVA INTERNATIONAL, INC. 401(K) PLAN

Name: CAL-JAVA INTERNATIONAL, INC. - CAL-JAVA INTERNATIONAL, INC. 401(K) PLAN (2022) Form 5500
Creator: CAL-JAVA INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAL-JAVA INTERNATIONAL, INC. 401(K) PLAN, CAL-JAVA INTERNATIONAL, INC.

CAL-JAVA INTERNATIONAL, INC.EIN 95-4073445Plan #001PY 2022

19517 BUSINESS CENTER DR, - NORTHRIDGE, CA 91324818-718-2707

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.4M

-13.9% from 2021

Total participants

-3.8% from 2021

Average account balance

$59,695

-13.9% from 2021

Annual return

-15.45%

-29.32 pp from 2021

Benchmarks

See 23,464 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,464 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

170.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2257

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$461 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.451%

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

$59,695

$142,392-58.1%

$119,622-50.1%

$134,532-55.6%

Participation rate

92.9%

82.8%+10.0pp

79.3%+13.6pp

81.2%+11.6pp

Annual return

-15.45%

-12.46%-3.0pp

-14.98%-0.5pp

418.27%-433.7pp

Employer contribution / active EE

$1,461

$5,224-72.0%

$4,232-65.5%

$4,741-69.2%

Participant deferral / active EE

$860

$6,467-86.7%

$5,601-84.6%

$6,401-86.6%

Admin fee / account holder

$269

$13,593-98.0%

$10,328-97.4%

$11,429-97.6%

CAL-JAVA INTERNATIONAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAL-JAVA INTERNATIONAL, INC. 401(K) PLAN

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