Retirement plan

FINESHRIBER FAMILY FNDTN 401(K) PLAN

Name: FINESHRIBER FAMILY FNDTN - FINESHRIBER FAMILY FNDTN 401(K) PLAN (2022) Form 5500
Creator: FINESHRIBER FAMILY FNDTN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FINESHRIBER FAMILY FNDTN 401(K) PLAN, FINESHRIBER FAMILY FNDTN

FINESHRIBER FAMILY FNDTNEIN 20-3343226Plan #001PY 2022

3751 MOTOR AVENUE #34835 - LOS ANGELES, CA 90034310-750-0503LinkedIn1-10 employeesinvestment management

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$868K

-4.7% from 2021

Total participants

0.0% from 2021

Average account balance

$434,144

-4.7% from 2021

Annual return

-12.77%

-18.23 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$653K

Not enough data

1 years with asset history on file

Average account balance

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

$653K

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

$69K

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

+17.12%

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 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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$434,144

$92,684+368.4%

$82,706+424.9%

$134,509+222.8%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-12.77%

945.84%-958.6pp

701.76%-714.5pp

418.13%-430.9pp

Employer contribution / active EE

$18,000

$3,272+450.2%

$3,007+498.5%

$4,741+279.7%

Participant deferral / active EE

$18,975

$4,800+295.3%

$4,394+331.9%

$6,400+196.5%

Admin fee / account holder

$5,982-100.0%

$5,329-100.0%

$11,427-100.0%

FINESHRIBER FAMILY FNDTN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FINESHRIBER FAMILY FNDTN 401(K) 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