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 (2024) 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 2024

2248 BROADWAY, SUITE #1531 - NEW YORK, NY 10024347-200-0210parentscirclefriends.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$91K

+70.4% from 2023

Total participants

0.0% from 2023

Average account balance

$45,308

+70.4% from 2023

Annual return

13.40%

-4.60 pp from 2023

Benchmarks

See 479 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort479 peers

Snapshot2024

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

$45,308

$85,094-46.8%

$76,327-40.6%

$145,884-68.9%

Participation rate

100.0%

82.9%+17.1pp

79.2%+20.8pp

80.3%+19.7pp

Annual return

13.40%

13.13%+0.3pp

13.79%-0.4pp

551.85%-538.5pp

Employer contribution / active EE

$4,874

$5,261-7.4%

$4,584+6.3%

$4,662+4.5%

Participant deferral / active EE

$10,282

$6,390+60.9%

$5,478+87.7%

$6,690+53.7%

Admin fee / account holder

$5,773-100.0%

$5,139-100.0%

$13,392-100.0%

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