Retirement plan

VOH RETIREMENT PLAN

Name: VINEYARD OF HOPE - VOH RETIREMENT PLAN (2024) Form 5500
Creator: VINEYARD OF HOPE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOH RETIREMENT PLAN, VINEYARD OF HOPE

VINEYARD OF HOPEEIN 95-4330203Plan #001PY 2024

21167 COMMERCE POINTE - WALNUT, CA 91789909-594-9010voh.orgLinkedIn1-10 employeesreligious institutions

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$510K

+27.7% from 2023

Total participants

+25.0% from 2023

Average account balance

$127,619

+27.7% from 2023

Annual return

25.32%

-11.27 pp from 2023

Benchmarks

See 50,062 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,062 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$510K

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

30.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$736

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

+25.32%

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 codes2F2G2J3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$127,619

$88,702+43.9%

$81,780+56.1%

$145,978-12.6%

Participation rate

15.4%

75.0%-59.7pp

72.4%-57.0pp

80.3%-64.9pp

Annual return

25.32%

1029.12%-1003.8pp

776.27%-750.9pp

550.52%-525.2pp

Employer contribution / active EE

$3,084-100.0%

$2,914-100.0%

$4,662-100.0%

Participant deferral / active EE

$736

$4,645-84.1%

$4,321-83.0%

$6,690-89.0%

Admin fee / account holder

$8,414-100.0%

$7,384-100.0%

$13,400-100.0%

VOH RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VOH RETIREMENT PLAN

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