Retirement plan

OCEAN VISTA CORP PROFIT SHARING PLAN

Name: OCEAN VISTA CORP - OCEAN VISTA CORP PROFIT SHARING PLAN (2020) Form 5500
Creator: OCEAN VISTA CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OCEAN VISTA CORP PROFIT SHARING PLAN, OCEAN VISTA CORP

OCEAN VISTA CORPEIN 20-0076690Plan #002PY 2020

1309 PICO BLVD STE C - SANTA MONICA, CA 904051556310-396-0779

Other plans on this EIN

1 filing

#001Retirement-$952K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$215K

+24.0% from 2019

Total participants

0.0% from 2019

Average account balance

$53,837

+24.0% from 2019

Annual return

0.18%

-0.78 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$428K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+4.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1016

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return 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

$53,837

$228,395-76.4%

$185,861-71.0%

$158,982-66.1%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

0.18%

40.82%-40.6pp

35.96%-35.8pp

302.99%-302.8pp

Employer contribution / active EE

$839

$4,968-83.1%

$4,088-79.5%

$4,763-82.4%

Participant deferral / active EE

$9,495

$6,417+48.0%

$5,634+68.5%

$5,983+58.7%

Admin fee / account holder

$11,869-100.0%

$9,503-100.0%

$11,252-100.0%

OCEAN VISTA CORP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OCEAN VISTA CORP 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