Retirement plan

PARNASSUS PRODUCTIONS, INC., 401(K) SAVINGS PLAN

Name: PARNASSUS PRODUCTIONS, INC. - PARNASSUS PRODUCTIONS, INC., 401(K) SAVINGS PLAN (2018) Form 5500
Creator: PARNASSUS PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARNASSUS PRODUCTIONS, INC., 401(K) SAVINGS PLAN, PARNASSUS PRODUCTIONS, INC.

PARNASSUS PRODUCTIONS, INC.EIN 13-3776034Plan #001PY 2018

C/O HARVEY ALTMAN COMPANY, 131 JERICHO TURNPIKE - JERICHO, NY 11753516-333-3352

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$706K

-1.0% from 2017

Total participants

+33.3% from 2017

Average account balance

$235,418

-1.0% from 2017

Annual return

-3.56%

-17.36 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$411K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+11.23%

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$235,418

$158,852+48.2%

$121,220+94.2%

$135,379+73.9%

Participation rate

75.0%

79.3%-4.3pp

71.8%+3.2pp

82.6%-7.6pp

Annual return

-3.56%

-0.64%-2.9pp

16.94%-20.5pp

519.79%-523.3pp

Employer contribution / active EE

$5,666-100.0%

$4,023-100.0%

$4,779-100.0%

Participant deferral / active EE

$4,607

$4,006+15.0%

$3,345+37.7%

$5,609-17.9%

Admin fee / account holder

$6,515-100.0%

$5,021-100.0%

$10,828-100.0%

PARNASSUS PRODUCTIONS, INC., 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PARNASSUS PRODUCTIONS, INC., 401(K) SAVINGS PLAN

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