Retirement plan

PHASE II 401(K) PROFIT SHARING PLAN

Name: PHASE II - PHASE II 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: PHASE II
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHASE II 401(K) PROFIT SHARING PLAN, PHASE II

PHASE IIEIN 02-0730263Plan #002PY 2017

8467 LOCH LOMOND DRIVE - PICO RIVERA, CA 90660562-307-3610LinkedIn1-10 employeesentertainment

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$71K

+117.1% from 2016

Total participants

0.0% from 2016

Average account balance

$23,707

+117.1% from 2016

Annual return

11.41%

+11.41 pp from 2016

Benchmarks

See 32,065 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,065 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$377K

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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

1 years with headcount on file

Eligible Participants and Participation

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

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+13.89%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$23,707

$99,017-76.1%

$86,587-72.6%

$147,585-83.9%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

11.41%

1312.37%-1301.0pp

964.86%-953.5pp

578.56%-567.2pp

Employer contribution / active EE

$11,544

$3,132+268.6%

$2,839+306.6%

$4,876+136.7%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$5,710-100.0%

$4,906-100.0%

$10,885-100.0%

PHASE II 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PHASE II 401(K) PROFIT SHARING 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