Retirement plan

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

Name: SERGIS IMAGES, INC. - SERGI'S IMAGES, INC. PROFIT SHARING PLAN & TRUST (2023) 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 2023

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

Other plans on this EIN

1 filing

#001Retirement-$2.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+24.0% from 2022

Total participants

-5.3% from 2022

Average account balance

$104,271

+30.9% from 2022

Annual return

17.83%

+42.51 pp from 2022

Benchmarks

See 51,545 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort51,545 peers

Snapshot2023

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

$104,271

$106,280-1.9%

$96,538+8.0%

$139,487-25.2%

Participation rate

100.0%

77.8%+22.2pp

74.3%+25.7pp

80.3%+19.7pp

Annual return

17.83%

38.48%-20.7pp

35.74%-17.9pp

373.84%-356.0pp

Employer contribution / active EE

$2,652

$4,107-35.4%

$3,740-29.1%

$4,755-44.2%

Participant deferral / active EE

$2,561

$5,457-53.1%

$4,880-47.5%

$6,713-61.8%

Admin fee / account holder

$7,888-100.0%

$6,737-100.0%

$11,407-100.0%

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