Retirement plan

SIU'S INVESTMENT, INC. RETIREMENT PLAN

Name: SIU'S INVESTMENT, INC. - SIU'S INVESTMENT, INC. RETIREMENT PLAN (2024) Form 5500
Creator: SIU'S INVESTMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIU'S INVESTMENT, INC. RETIREMENT PLAN, SIU'S INVESTMENT, INC.

SIU'S INVESTMENT, INC.EIN 95-4867481Plan #001PY 2024

19930 E. COUNTRY HOLLOW DR. - WALNUT, CA 91789626-712-9292

Other plans on this EIN

1 filing

#002Retirement-$147K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$169K

+78.9% from 2023

Total participants

0.0% from 2023

Average account balance

$42,134

+78.9% from 2023

Annual return

17.37%

-14.06 pp from 2023

Benchmarks

See 20,092 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$169K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+17.37%

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 codes2E2J3D

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.
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.

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

$42,134

$211,239-80.1%

$178,528-76.4%

$145,877-71.1%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

17.37%

30.22%-12.9pp

27.11%-9.7pp

551.28%-533.9pp

Employer contribution / active EE

$17,850

$4,570+290.6%

$3,950+351.8%

$4,663+282.8%

Participant deferral / active EE

$11,130

$6,963+59.9%

$6,278+77.3%

$6,691+66.4%

Admin fee / account holder

$12,095-100.0%

$10,419-100.0%

$13,402-100.0%

SIU'S INVESTMENT, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SIU'S INVESTMENT, INC. 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