Retirement plan

SERGI'S IMAGES, INC. PROFIT SHARING PLAN & TRUST

Name: SERGIS IMAGES, INC. - SERGI'S IMAGES, INC. PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: SERGIS IMAGES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SERGI'S IMAGES, INC. PROFIT SHARING PLAN & TRUST, SERGIS IMAGES, INC.

SERGIS IMAGES, INC.EIN 11-3100264Plan #002PY 2024

260 VAN BRUNT STREET - BROOKLYN, NY 11231718-935-0002LinkedIn11-50 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$2.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.3M

+22.6% from 2023

Total participants

0.0% from 2023

Average account balance

$127,804

+22.6% from 2023

Annual return

17.38%

-0.45 pp from 2023

Benchmarks

See 54,965 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,965 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.30M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.38%

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

$127,804

$111,814+14.3%

$103,374+23.6%

$145,959-12.4%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

17.38%

24.77%-7.4pp

24.89%-7.5pp

561.95%-544.6pp

Employer contribution / active EE

$2,652

$4,214-37.1%

$3,869-31.5%

$4,661-43.1%

Participant deferral / active EE

$2,759

$5,618-50.9%

$5,058-45.5%

$6,689-58.8%

Admin fee / account holder

$9,754-100.0%

$8,394-100.0%

$13,398-100.0%

SERGI'S IMAGES, INC. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SERGI'S IMAGES, INC. PROFIT SHARING PLAN & TRUST

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