Retirement plan

UNCLE GRUMPY PRODUCTIONS PROFIT SHARING 401(K) PLAN

Name: UNCLE GRUMPY PRODUCTIONS, INC. - UNCLE GRUMPY PRODUCTIONS PROFIT SHARING 401(K) PLAN (2021) Form 5500
Creator: UNCLE GRUMPY PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNCLE GRUMPY PRODUCTIONS PROFIT SHARING 401(K) PLAN, UNCLE GRUMPY PRODUCTIONS, INC.

UNCLE GRUMPY PRODUCTIONS, INC.EIN 20-8922538Plan #002PY 2021

2049 CENTURY PARK EAST, #1400 - LOS ANGELES, CA 90067310-315-6204LinkedIn1-10 employeesperforming arts

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$363,610

No prior year

Annual return

38.01%

No prior year

Benchmarks

See 8,066 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,066 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$460K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$188K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$63K

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

+7.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$706

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

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

$363,610

$185,225+96.3%

$142,898+154.5%

$167,536+117.0%

Participation rate

100.0%

78.5%+21.5pp

72.0%+28.0pp

82.1%+17.9pp

Annual return

38.01%

8558.12%-8520.1pp

5639.64%-5601.6pp

478.82%-440.8pp

Employer contribution / active EE

$27,656

$5,607+393.2%

$4,146+567.1%

$4,839+471.5%

Participant deferral / active EE

$18,745

$4,496+317.0%

$3,838+388.4%

$6,342+195.6%

Admin fee / account holder

$8,032-100.0%

$6,560-100.0%

$12,315-100.0%

UNCLE GRUMPY PRODUCTIONS PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UNCLE GRUMPY PRODUCTIONS PROFIT SHARING 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