Retirement plan

ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN

Name: ALAN JOEL COMMUNICATIONS, INC. - ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: ALAN JOEL COMMUNICATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN, ALAN JOEL COMMUNICATIONS, INC.

ALAN JOEL COMMUNICATIONS, INC.EIN 11-3004641Plan #001PY 2019

110 CHESTNUT RIDGE ROAD - NO. 399 - MONTVALE, NJ 07645201-327-3832alanjoel.comLinkedIn11-50 employeestelecommunications

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+34.6% from 2018

Total participants

+8.0% from 2018

Average account balance

$80,599

+24.6% from 2018

Annual return

24.95%

+32.43 pp from 2018

Benchmarks

See 3,017 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,017 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.77M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

115.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4127

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 codes2J2E

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$375

$14 / participant

Other / not subdivided$375100.0%

% of EOY assets

0.017%

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

$80,599

$63,365+27.2%

$91,994-12.4%

$72,975+10.4%

Participation rate

100.0%

72.5%+27.5pp

78.6%+21.4pp

69.5%+30.5pp

Annual return

24.95%

35.35%-10.4pp

69.04%-44.1pp

81.01%-56.1pp

Employer contribution / active EE

$528

$2,116-75.1%

$3,453-84.7%

$2,440-78.4%

Participant deferral / active EE

$5,243

$4,883+7.4%

$5,924-11.5%

$3,608+45.3%

Admin fee / account holder

$14

$4,670-99.7%

$7,744-99.8%

$5,124-99.7%

ALAN JOEL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALAN JOEL COMMUNICATIONS, 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