Retirement plan

DAKOTAKID PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN

Name: DAKOTAKID PRODUCTIONS, INC. - DAKOTAKID PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: DAKOTAKID PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAKOTAKID PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN, DAKOTAKID PRODUCTIONS, INC.

DAKOTAKID PRODUCTIONS, INC.EIN 20-0062250Plan #004PY 2023

C/O MB3 CONSULTING, 1025 N BRAND BLVD, SUITE 230 - GLENDALE, CA 91202818-547-2444

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$610K

+23.3% from 2022

Total participants

0.0% from 2022

Average account balance

$304,787

+23.3% from 2022

Annual return

10.46%

+19.96 pp from 2022

Benchmarks

See 9,761 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,761 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$750K

Not enough data

1 years with asset history on file

Average account balance

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

$375K

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

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+11.72%

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 codes2E2F2G2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$40

$20 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.007%

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

$304,787

$156,897+94.3%

$121,147+151.6%

$139,427+118.6%

Participation rate

100.0%

76.4%+23.6pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

10.46%

1475.10%-1464.6pp

986.30%-975.8pp

373.27%-362.8pp

Employer contribution / active EE

$31,771

$5,539+473.6%

$4,166+662.6%

$4,752+568.6%

Participant deferral / active EE

$4,846-100.0%

$4,081-100.0%

$6,711-100.0%

Admin fee / account holder

$20

$6,948-99.7%

$5,646-99.6%

$11,404-99.8%

DAKOTAKID PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAKOTAKID PRODUCTIONS, 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