Retirement plan

THE SPRING HIGHLAND FIELDS CORP. RETIREMENT PLAN

Name: THE SPRING HIGHLAND FIELDS CORP. - THE SPRING HIGHLAND FIELDS CORP. RETIREMENT PLAN (2023) Form 5500
Creator: THE SPRING HIGHLAND FIELDS CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SPRING HIGHLAND FIELDS CORP. RETIREMENT PLAN, THE SPRING HIGHLAND FIELDS CORP.

THE SPRING HIGHLAND FIELDS CORP.EIN 95-4863709Plan #001PY 2023

7811 COMMONWEALTH AVE. - BUENA PARK, CA 90621626-252-4579

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$408K

+132.7% from 2022

Total participants

+15.2% from 2022

Average account balance

$13,165

+132.7% from 2022

Annual return

22.29%

+22.29 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$565K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

106.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$672

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 codes2E2G2H2J3D

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$146 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.215%

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

$13,165

$77,908-83.1%

$149,696-91.2%

$75,173-82.5%

Participation rate

79.4%

65.6%+13.8pp

78.8%+0.6pp

67.2%+12.2pp

Annual return

22.29%

31.73%-9.4pp

134.46%-112.2pp

160.72%-138.4pp

Employer contribution / active EE

$1,806

$3,138-42.4%

$4,821-62.5%

$2,671-32.4%

Participant deferral / active EE

$3,891

$3,411+14.1%

$5,682-31.5%

$4,126-5.7%

Admin fee / account holder

$160

$5,950-97.3%

$13,212-98.8%

$5,651-97.2%

THE SPRING HIGHLAND FIELDS CORP. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SPRING HIGHLAND FIELDS CORP. RETIREMENT 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