Retirement plan

TWO TOMATOES RECORDS, LLC 401(K) PROFIT SHARING PLAN

Name: TWO TOMATOES RECORDS, LLC - TWO TOMATOES RECORDS, LLC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: TWO TOMATOES RECORDS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TWO TOMATOES RECORDS, LLC 401(K) PROFIT SHARING PLAN, TWO TOMATOES RECORDS, LLC

TWO TOMATOES RECORDS, LLCEIN 13-4051948Plan #001PY 2015

143 WEST 29TH STREET, SUITE 1103 - NEW YORK, NY 100015134212-889-6371laurieberkner.comLinkedIn1-10 employeesentertainment

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$498K

No prior year

Total participants

No prior year

Average account balance

$124,413

No prior year

Annual return

17.95%

No prior year

Benchmarks

See 5,117 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort5,117 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$379K

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.

200.0%

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

$48K

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

+14.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2161

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

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

$124,413

$140,578-11.5%

$100,671+23.6%

$125,388-0.8%

Participation rate

100.0%

80.4%+19.6pp

70.7%+29.3pp

83.2%+16.8pp

Annual return

17.95%

24.67%-6.7pp

20.43%-2.5pp

282.24%-264.3pp

Employer contribution / active EE

$15,054

$5,965+152.4%

$4,012+275.2%

$4,866+209.4%

Participant deferral / active EE

$8,721

$3,981+119.0%

$3,144+177.4%

$5,352+63.0%

Admin fee / account holder

$6,716-100.0%

$4,850-100.0%

$9,541-100.0%

TWO TOMATOES RECORDS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TWO TOMATOES RECORDS, LLC 401(K) PROFIT SHARING 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