Retirement plan

AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM 401(K) PLAN

Name: AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM - AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM 401(K) PLAN (2023) Form 5500
Creator: AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM 401(K) PLAN, AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM

AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUMEIN 95-4869142Plan #001PY 2023

4 EAST 95TH STREET, SUITE 5C - NEW YORK, NY 10128347-200-0210parentscirclefriends.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$53K

+90.4% from 2022

Total participants

0.0% from 2022

Average account balance

$26,590

+90.4% from 2022

Annual return

18.00%

+35.63 pp from 2022

Benchmarks

See 445 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort445 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$139K

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+18.59%

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 codes2E2J2F2G3D

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

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

$26,590

$77,707-65.8%

$70,160-62.1%

$139,487-80.9%

Participation rate

100.0%

83.1%+16.9pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

18.00%

19.30%-1.3pp

19.08%-1.1pp

373.84%-355.8pp

Employer contribution / active EE

$1,985

$4,986-60.2%

$4,285-53.7%

$4,755-58.3%

Participant deferral / active EE

$8,125

$6,443+26.1%

$5,394+50.6%

$6,713+21.0%

Admin fee / account holder

$5,397-100.0%

$4,582-100.0%

$11,407-100.0%

AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM 401(K) 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