Retirement plan

BLUE SKY PRODUCTION EQUIPMENT INC, 401(K) PLAN

Name: BLUE SKY PRODUCTION EQUIPMENT INC. - BLUE SKY PRODUCTION EQUIPMENT INC, 401(K) PLAN (2015) Form 5500
Creator: BLUE SKY PRODUCTION EQUIPMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE SKY PRODUCTION EQUIPMENT INC, 401(K) PLAN, BLUE SKY PRODUCTION EQUIPMENT INC.

BLUE SKY PRODUCTION EQUIPMENT INC.EIN 20-3592704Plan #001PY 2015

25734 PUNTO DE VISTA DRIVE - CALABASAS, CA 91302818-386-8428LinkedIn11-50 employeesrestaurants

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$110K

No prior year

Total participants

No prior year

Average account balance

$55,222

No prior year

Annual return

-0.13%

No prior year

Benchmarks

See 4,877 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort4,877 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$714K

Not enough data

1 years with asset history on file

Average account balance

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

$357K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$82

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).

Expense breakdown

Schedule H Part II

Admin total

$60

$30 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.054%

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

$55,222

$90,320-38.9%

$59,496-7.2%

$125,388-56.0%

Participation rate

100.0%

68.3%+31.7pp

54.6%+45.4pp

83.2%+16.8pp

Annual return

-0.13%

369.13%-369.3pp

182.05%-182.2pp

282.24%-282.4pp

Employer contribution / active EE

$12,500

$1,792+597.7%

$1,153+984.2%

$4,866+156.9%

Participant deferral / active EE

$21,000

$2,716+673.2%

$1,829+1048.0%

$5,352+292.4%

Admin fee / account holder

$30

$3,063-99.0%

$2,232-98.7%

$9,541-99.7%

BLUE SKY PRODUCTION EQUIPMENT INC, 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE SKY PRODUCTION EQUIPMENT INC, 401(K) 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