Retirement plan

ROLFE KENT 401(K) PROFIT SHARING PLAN

Name: ABULAPHIA MUSIC, INC. - ROLFE KENT 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ABULAPHIA MUSIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROLFE KENT 401(K) PROFIT SHARING PLAN, ABULAPHIA MUSIC, INC.

ABULAPHIA MUSIC, INC.EIN 20-5354602Plan #002PY 2016

1415 WESTERLY TERRRACE - LOS ANGELES, CA 90026323-953-9184LinkedIn1-10 employeesmotion pictures and film

Other plans on this EIN

1 filing

#001Retirement-$1.8M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$883K

No prior year

Total participants

No prior year

Average account balance

$441,706

No prior year

Annual return

8.49%

No prior year

Benchmarks

See 7,788 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,788 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.68M

Not enough data

1 years with asset history on file

Average account balance

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

$1.8M

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

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$56K

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

+11.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17162

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$8K

$3778 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.855%

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

$441,706

$96,562+357.4%

$80,976+445.5%

$273,965+61.2%

Participation rate

100.0%

79.1%+20.9pp

75.8%+24.2pp

83.0%+17.0pp

Annual return

8.49%

15.14%-6.6pp

17.10%-8.6pp

41.45%-33.0pp

Employer contribution / active EE

$19,000

$4,868+290.3%

$3,714+411.5%

$4,869+290.3%

Participant deferral / active EE

$13,380

$6,597+102.8%

$5,696+134.9%

$5,287+153.1%

Admin fee / account holder

$3,778

$7,493-49.6%

$5,516-31.5%

$10,132-62.7%

ROLFE KENT 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROLFE KENT 401(K) PROFIT 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