Retirement plan

PERFECT DAY FILMS, INC. 401(K) PROFIT SHARING PLAN

Name: PERFECT DAY FILMS, INC. - PERFECT DAY FILMS, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: PERFECT DAY FILMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERFECT DAY FILMS, INC. 401(K) PROFIT SHARING PLAN, PERFECT DAY FILMS, INC.

PERFECT DAY FILMS, INC.EIN 20-0948189Plan #001PY 2024

116 WEST SHORE DRIVE - PUTNAM VALLEY, NY 10579212-674-7888LinkedIn1-10 employeesmotion pictures and film

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$531K

+31.8% from 2023

Total participants

0.0% from 2023

Average account balance

$176,959

+31.8% from 2023

Annual return

24.19%

+3.96 pp from 2023

Benchmarks

See 12,288 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,288 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$531K

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+24.19%

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 codes2E2F2J2R3D

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).
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

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

$176,959

$108,897+62.5%

$100,378+76.3%

$145,877+21.3%

Participation rate

100.0%

83.0%+17.0pp

81.5%+18.5pp

80.3%+19.7pp

Annual return

24.19%

58.17%-34.0pp

49.41%-25.2pp

551.28%-527.1pp

Employer contribution / active EE

$4,420-100.0%

$3,942-100.0%

$4,663-100.0%

Participant deferral / active EE

$10,167

$8,455+20.2%

$8,087+25.7%

$6,691+52.0%

Admin fee / account holder

$9,690-100.0%

$7,899-100.0%

$13,402-100.0%

PERFECT DAY FILMS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PERFECT DAY FILMS, INC. 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