Retirement plan

SIU'S INVESTMENT, INC. RETIREMENT PLAN

Name: SIU'S INVESTMENT, INC. - SIU'S INVESTMENT, INC. RETIREMENT PLAN (2023) 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 2023

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

Other plans on this EIN

1 filing

#002Retirement-$130K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$94K

+111.9% from 2022

Total participants

+33.3% from 2022

Average account balance

$23,552

+58.9% from 2022

Annual return

31.43%

+105.10 pp from 2022

Benchmarks

See 19,279 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,279 peers

Snapshot2023

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.

Expense breakdown

Schedule H Part II

Admin total

$1K

$578 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.227%

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

$23,552

$202,440-88.4%

$169,390-86.1%

$139,466-83.1%

Participation rate

100.0%

81.1%+18.9pp

77.2%+22.8pp

80.3%+19.7pp

Annual return

31.43%

532.36%-500.9pp

406.07%-374.6pp

373.66%-342.2pp

Employer contribution / active EE

$3,760

$4,693-19.9%

$4,013-6.3%

$4,754-20.9%

Participant deferral / active EE

$14,130

$6,940+103.6%

$6,222+127.1%

$6,712+110.5%

Admin fee / account holder

$289

$10,722-97.3%

$9,015-96.8%

$11,409-97.5%

SIU'S INVESTMENT, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIU'S INVESTMENT, INC. 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