Retirement plan

GBSA, INC. 401(K) PROFIT SHARING PLAN

Name: GBSA, INC. D/B/A GRAYSTONE GROUP ADVERTISING - GBSA, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: GBSA, INC. D/B/A GRAYSTONE GROUP ADVERTISING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GBSA, INC. 401(K) PROFIT SHARING PLAN, GBSA, INC. D/B/A GRAYSTONE GROUP ADVERTISING

GBSA, INC. D/B/A GRAYSTONE GROUP ADVERTISINGEIN 06-1422266Plan #002PY 2019

55 MERRITT BOULEVARD - TRUMBULL, CT 06611203-549-0060

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.4M

+28.1% from 2018

Total participants

+2.9% from 2018

Average account balance

$65,829

+24.5% from 2018

Annual return

18.66%

+24.52 pp from 2018

Benchmarks

See 25,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,909 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.15M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

205.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+27.18%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$860

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$225 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.256%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$65,829

$89,370-26.3%

$141,197-53.4%

$72,976-9.8%

Participation rate

100.0%

75.1%+24.9pp

82.5%+17.5pp

69.5%+30.5pp

Annual return

18.66%

111.88%-93.2pp

71.41%-52.7pp

81.02%-62.4pp

Employer contribution / active EE

$2,382

$3,115-23.5%

$4,736-49.7%

$2,440-2.4%

Participant deferral / active EE

$4,299

$5,419-20.7%

$6,710-35.9%

$3,608+19.2%

Admin fee / account holder

$169

$5,957-97.2%

$10,265-98.4%

$5,124-96.7%

GBSA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GBSA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion