Retirement plan

THE BERT SHOW, LLC 401(K) PROFIT SHARING PLAN

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

THE BERT SHOW, LLCEIN 20-0966035Plan #001PY 2023

4279 ROSWELL RD. SUITE #208 - ATLANTA, GA 30342404-304-0037

Other plans on this EIN

1 filing

#002Retirement-$1.7M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

+29.4% from 2022

Total participants

+8.3% from 2022

Average account balance

$163,284

+19.4% from 2022

Annual return

19.77%

+41.98 pp from 2022

Benchmarks

See 9,757 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,757 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.15M

Not enough data

1 years with asset history on file

Average account balance

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

$197K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+15.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1500

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 codes2E2F2G2J2R3D

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.
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

$163,284

$156,927+4.1%

$121,169+34.8%

$139,456+17.1%

Participation rate

100.0%

76.4%+23.6pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

19.77%

1475.85%-1456.1pp

986.71%-966.9pp

373.45%-353.7pp

Employer contribution / active EE

$8,427

$5,542+52.1%

$4,168+102.2%

$4,753+77.3%

Participant deferral / active EE

$5,909

$4,848+21.9%

$4,083+44.7%

$6,711-12.0%

Admin fee / account holder

$6,946-100.0%

$5,645-100.0%

$11,407-100.0%

THE BERT SHOW, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE BERT SHOW, 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