Profile
David & Margaret Home Inc. 401k Retirement Plan in La Verne, CA is in California, its EIN is 951660346, its industry group is Religious, Grantmaking, Civic, Professional, and Similar Organizations, its plan administrator is Tiffany Burg, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a multiple-employer plan, its business code is 813000, has 100 to 499 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and yield on beginning-of-plan-year total assets (4 total), is worse than the overall participant averages in each of net income per total participant, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (4 total), and is higher than the overall administrative medians in each of professional fees, investment advisory and management fees, and total administrative expenses.
Numeric values:
- total assets ($6,903,794)
- net assets (assets minus liabilities) ($6.90M)
- value of interest in registered investment companies (e.g., mutual funds) ($6.60M)
- total assets at beginning of plan year ($6,532,545)
- total income ($1,151,489)
- total expenses ($780,240)
- earnings on investments ($757,547)
- net earnings on investments ($745,547)
- total contributions ($392,104)
- net income ($371,249)
- cash contributions from participants ($282,302)
- value of interest in common/collective trusts ($232,311)
- cash contributions from employers ($109,802)
- participant loans ($71,886)
- average account balance ($34,347)
- total administrative expenses ($28,384)
- professional fees ($16,384)
- investment advisory and management fees ($12,000)
- average participant cash contribution per active participant ($2,188)
- net income per total participant ($1,847)
- average employer cash contribution per active participant ($851.20)
- total noninterest-bearing cash ($802)
- total administrative expense per participant ($141.21)
- receivables - employer contributions ($0)
- receivables - participant contributions ($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)
- other general investments ($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)
- contract administrator fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (64.2%)
- yield on beginning-of-plan-year total assets (11.41%)
- diversity of asset types (6.5%)
- participant loans as a percentage of plan assets (1.04%)
- total administrative expense ratio (0.410%)
- total cash as a percentage of plan assets (0.01%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (129)
- deceased participants whose beneficiaries receive or are entitled to benefits (1)
- living participants (200)
- other retired or separated participants entitled to future benefits (71)
- retired or separated participants receiving benefits (0)
- total participants (201)