Retirement plan

NEMAT INTERNATIONAL, INC. RETIREMENT PLAN

Name: NEMAT INTERNATIONAL, INC. - NEMAT INTERNATIONAL, INC. RETIREMENT PLAN (2019) Form 5500
Creator: NEMAT INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEMAT INTERNATIONAL, INC. RETIREMENT PLAN, NEMAT INTERNATIONAL, INC.

NEMAT INTERNATIONAL, INC.EIN 06-1307221Plan #001PY 2019

34135 7TH STREET - UNION CITY, CA 94587800-936-3628nematfragrances.comLinkedIn1-10 employeeswholesale

Other plans on this EIN

1 filing

#002Retirement-$2.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$892K

+41.0% from 2018

Total participants

+27.3% from 2018

Average account balance

$33,029

+14.9% from 2018

Annual return

24.62%

+29.78 pp from 2018

Benchmarks

See 18,792 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,792 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.71M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$281K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+20.75%

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$33,029

$106,918-69.1%

$84,021-60.7%

$152,897-78.4%

Participation rate

93.8%

75.2%+18.5pp

69.0%+24.7pp

82.5%+11.3pp

Annual return

24.62%

105.01%-80.4pp

71.32%-46.7pp

345.43%-320.8pp

Employer contribution / active EE

$2,195

$2,735-19.7%

$1,984+10.7%

$4,764-53.9%

Participant deferral / active EE

$4,295

$4,012+7.1%

$3,239+32.6%

$5,851-26.6%

Admin fee / account holder

$8,288-100.0%

$6,102-100.0%

$11,599-100.0%

NEMAT INTERNATIONAL, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEMAT INTERNATIONAL, INC. RETIREMENT 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