Retirement plan

ELIAS PROPERTIES MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

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

ELIAS PROPERTIES MANAGEMENT, INC.EIN 11-2395593Plan #001PY 2020

500 NORTH BROADWAY - JERICHO, NY 11753516-822-8844LinkedIn1-10 employeesreal estate

Prospect flagsLow participationHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+23.3% from 2019

Total participants

0.0% from 2019

Average account balance

$417,833

+23.3% from 2019

Annual return

17.56%

-7.27 pp from 2019

Benchmarks

See 16,003 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,003 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$358K

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+4.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$341

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$757

$84 / participant

Other / not subdivided$757100.0%

% of EOY assets

0.045%

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

$417,833

$228,352+83.0%

$185,835+124.8%

$158,966+162.8%

Participation rate

44.4%

82.3%-37.9pp

78.0%-33.6pp

82.0%-37.5pp

Annual return

17.56%

40.81%-23.3pp

35.96%-18.4pp

302.95%-285.4pp

Employer contribution / active EE

$4,967-100.0%

$4,087-100.0%

$4,762-100.0%

Participant deferral / active EE

$8,633

$6,416+34.5%

$5,633+53.3%

$5,983+44.3%

Admin fee / account holder

$189

$11,867-98.4%

$9,502-98.0%

$11,250-98.3%

ELIAS PROPERTIES MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELIAS PROPERTIES MANAGEMENT, 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