Profile
Wind Creek Bethlehem 401(K) Retirement Plan in Bethlehem, PA is in Pennsylvania, its EIN is 833709270, its industry group is Gambling Industries, its plan administrator is Catherine Timmons, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, in the nationwide top 100 in total assets, provides participant-directed brokerage accounts as investment options, is a single-employer plan, its business code is 713200, has 1,000 to 4,999 total participants, is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total), and is higher than the overall administrative medians in each of contract administrator fees, investment advisory and management fees, other administrative expenses, total administrative expenses, and total administrative expense ratio.
Numeric values:
- total assets ($49,940,259)
- net assets (assets minus liabilities) ($49.90M)
- total assets at beginning of plan year ($45,115,586)
- value of interest in common/collective trusts ($38,567,470)
- total income ($11,147,376)
- value of interest in registered investment companies (e.g., mutual funds) ($9.40M)
- net income ($5,822,967)
- total contributions ($5,579,111)
- earnings on investments ($5,573,136)
- net earnings on investments ($5,542,142)
- total expenses ($5,324,409)
- cash contributions from participants ($4,199,434)
- participant loans ($1,258,041)
- cash contributions from employers ($1,146,937)
- asset transfers from this plan ($998,294)
- receivables - employer contributions ($569,197)
- total administrative expenses ($204,751)
- other general investments ($149,261)
- other administrative expenses ($90,619)
- contract administrator fees ($83,138)
- investment advisory and management fees ($30,994)
- average account balance ($28,636)
- net income per total participant ($3,339)
- average participant cash contribution per active participant ($2,966)
- average employer cash contribution per active participant ($810.00)
- receivables - participant contributions ($359)
- total administrative expense per participant ($117.40)
- total noninterest-bearing cash ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- asset transfers to this plan ($0)
- percentage of active participants (81.2%)
- diversity of asset types (21.2%)
- participant loans as a percentage of plan assets (2.52%)
- total administrative expense ratio (0.410%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (1,416)
- deceased participants whose beneficiaries receive or are entitled to benefits (6)
- living participants (1,738)
- other retired or separated participants entitled to future benefits (321)
- retired or separated participants receiving benefits (1)
- total participants (1,744)