Retirement plan

JEWISH FEDERATION OF THE GREATER SAN GABRIEL & POMONA VALLEYS 401(K) PLAN

Name: JEWISH FEDERATION OF THE GREATER SAN GABRIEL & POMONA VALLEYS - JEWISH FEDERATION OF THE GREATER SAN GABRIEL & POMONA VALLEYS 401(K) PLAN (2022) Form 5500
Creator: JEWISH FEDERATION OF THE GREATER SAN GABRIEL & POMONA VALLEYS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH FEDERATION OF THE GREATER SAN GABRIEL & POMONA VALLEYS 401(K) PLAN, JEWISH FEDERATION OF THE GREATER SAN GABRIEL & POMONA VALLEYS

JEWISH FEDERATION OF THE GREATER SAN GABRIEL & POMONA VALLEYSEIN 95-4443373Plan #001PY 2022

114A W. LIME AVENUE - MONROVIA, CA 91016626-445-0810LinkedIn11-50 employeescivic & social organization

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$52K

+12.7% from 2021

Total participants

+33.3% from 2021

Average account balance

$12,962

-15.5% from 2021

Annual return

-0.79%

-0.37 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$80K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

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

+1.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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

$12,962

$92,684-86.0%

$82,706-84.3%

$134,509-90.4%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-0.79%

945.84%-946.6pp

701.76%-702.5pp

418.13%-418.9pp

Employer contribution / active EE

$2,062

$3,272-37.0%

$3,007-31.4%

$4,741-56.5%

Participant deferral / active EE

$4,800-100.0%

$4,394-100.0%

$6,400-100.0%

Admin fee / account holder

-$43

$5,982-100.7%

$5,329-100.8%

$11,427-100.4%

JEWISH FEDERATION OF THE GREATER SAN GABRIEL & POMONA VALLEYS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH FEDERATION OF THE GREATER SAN GABRIEL & POMONA VALLEYS 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