Profile
New Vitae Wellness and Recovery 401(K) Retirement Plan in Limeport, PA is in Pennsylvania, its EIN is 232627394, its industry group is Nursing and Residential Care Facilities, 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 single-employer plan, its business code is 623000, has 100 to 499 total participants, is better than the overall plan medians in each of total income, net income, yield on beginning-of-plan-year total assets, and diversity of asset types (4 total), is worse than the overall participant averages in each of average account balance, 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 contract administrator fees, investment advisory and management fees, total administrative expenses, and total administrative expense ratio.
Numeric values:
- total assets at beginning of plan year ($4,119,393)
- total assets ($3,736,736)
- net assets (assets minus liabilities) ($3.70M)
- value of interest in registered investment companies (e.g., mutual funds) ($3.40M)
- total contributions ($629,402)
- cash contributions from participants ($401,573)
- total expenses ($388,477)
- value of funds held in insurance company general account (unallocated contracts) ($230,916)
- cash contributions from employers ($227,829)
- participant loans ($105,772)
- total administrative expenses ($30,100)
- total noninterest-bearing cash ($26,681)
- investment advisory and management fees ($18,411)
- average account balance ($15,767)
- contract administrator fees ($11,689)
- total income ($5,820)
- average employer+participant cash contribution per active participant ($3,055)
- average participant cash contribution per active participant ($1,949)
- average employer cash contribution per active participant ($1,106)
- total administrative expense per participant ($127.00)
- 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 common/collective trusts ($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)
- 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)
- professional fees ($0)
- other administrative expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- net income per total participant (-$1,615)
- net income (-$382,657)
- earnings on investments (-$628,080)
- net earnings on investments (-$646,491)
- percentage of active participants (86.9%)
- diversity of asset types (12.6%)
- participant loans as a percentage of plan assets (2.83%)
- total administrative expense ratio (0.810%)
- total cash as a percentage of plan assets (0.71%)
- employer securities as a percentage of plan assets (0.00%)
- growth in total assets during the plan year (-9.3%)
- yield on beginning-of-plan-year total assets (-15.69%)
- active participants (206)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (237)
- other retired or separated participants entitled to future benefits (31)
- retired or separated participants receiving benefits (0)
- total participants (237)