Retirement plan

WORLDPUB ENTERPRISE INC. 401(K) PROFIT SHARING PLAN

Name: WORLDPUB ENTERPRISE INC. - WORLDPUB ENTERPRISE INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: WORLDPUB ENTERPRISE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORLDPUB ENTERPRISE INC. 401(K) PROFIT SHARING PLAN, WORLDPUB ENTERPRISE INC.

WORLDPUB ENTERPRISE INC.EIN 04-3593313Plan #001PY 2020

5027 CAMELLIA AVENUE - TEMPLE CITY, CA 91780626-203-7139LinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+36.4% from 2019

Total participants

-25.0% from 2019

Average account balance

$591,491

+81.9% from 2019

Annual return

35.47%

+30.44 pp from 2019

Benchmarks

See 14,134 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,134 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.60M

Not enough data

1 years with asset history on file

Average account balance

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

$867K

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

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+7.20%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$591,491

$109,372+440.8%

$89,414+561.5%

$158,966+272.1%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

35.47%

345.55%-310.1pp

245.50%-210.0pp

302.95%-267.5pp

Employer contribution / active EE

$280

$3,171-91.2%

$2,586-89.2%

$4,762-94.1%

Participant deferral / active EE

$3,792

$4,598-17.5%

$3,890-2.5%

$5,983-36.6%

Admin fee / account holder

$6,156-100.0%

$4,883-100.0%

$11,250-100.0%

WORLDPUB ENTERPRISE INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WORLDPUB ENTERPRISE INC. 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