Retirement plan

NATIONWIDE CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Name: NATIONWIDE CAPITAL CORPORATION - NATIONWIDE CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: NATIONWIDE CAPITAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONWIDE CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST, NATIONWIDE CAPITAL CORPORATION

NATIONWIDE CAPITAL CORPORATIONEIN 95-4713077Plan #001PY 2019

8152 PAINTER AVE STE 200 - WHITTIER, CA 906023760562-693-5048nationwidecapitalgroupinc.comLinkedIn1-10 employeesreal estate

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$488K

+22.4% from 2017

Total participants

0.0% from 2017

Average account balance

$162,583

+22.4% from 2017

Annual return

21.64%

+5.66 pp from 2017

Benchmarks

See 15,857 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,857 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$595K

Not enough data

1 years with asset history on file

Average account balance

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

$595K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$353

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$353

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

+13.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4717

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 codes2E2F2G2J2T3D

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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$268

$89 / participant

Other / not subdivided$268100.0%

% of EOY assets

0.055%

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

$162,583

$226,105-28.1%

$182,540-10.9%

$152,897+6.3%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

21.64%

192.58%-170.9pp

148.58%-126.9pp

345.43%-323.8pp

Employer contribution / active EE

$864

$4,978-82.6%

$4,076-78.8%

$4,764-81.9%

Participant deferral / active EE

$369

$6,370-94.2%

$5,525-93.3%

$5,851-93.7%

Admin fee / account holder

$89

$10,706-99.2%

$8,593-99.0%

$11,599-99.2%

NATIONWIDE CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONWIDE CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

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