Retirement plan

TATUAJE CIGARS, INC. 401(K) PROFIT SHARING PLAN SHARING PLAN

Name: TATUAJE CIGARS, INC. - TATUAJE CIGARS, INC. 401(K) PROFIT SHARING PLAN SHARING PLAN (2017) Form 5500
Creator: TATUAJE CIGARS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TATUAJE CIGARS, INC. 401(K) PROFIT SHARING PLAN SHARING PLAN, TATUAJE CIGARS, INC.

TATUAJE CIGARS, INC.EIN 20-3969461Plan #002PY 2017

5616 W WASHINGTON BLVD - LOS ANGELES, CA 900161915323-512-4427tatuajecigars.comLinkedIn1-10 employeestobacco

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$687K

+15.6% from 2016

Total participants

0.0% from 2016

Average account balance

$171,818

+15.6% from 2016

Annual return

11.62%

+9.04 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

-1.46%

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 codes2E2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$10K

$2466 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.435%

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

$171,818

$113,339+51.6%

$94,993+80.9%

$147,585+16.4%

Participation rate

100.0%

78.0%+22.0pp

73.9%+26.1pp

82.8%+17.2pp

Annual return

11.62%

20.77%-9.1pp

27.12%-15.5pp

578.57%-566.9pp

Employer contribution / active EE

$5,945

$3,160+88.1%

$2,603+128.3%

$4,876+21.9%

Participant deferral / active EE

$3,777-100.0%

$3,317-100.0%

$5,439-100.0%

Admin fee / account holder

$2,466

$6,063-59.3%

$4,960-50.3%

$10,885-77.4%

TATUAJE CIGARS, INC. 401(K) PROFIT SHARING PLAN SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TATUAJE CIGARS, INC. 401(K) PROFIT SHARING PLAN SHARING 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