Retirement plan

LEITNER DESIGNS 401(K) PLAN

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

LEITNER DESIGNSEIN 26-0429788Plan #002PY 2022

516 MALLOY COURT - CORONA, CA 92878949-421-2455leitnerdesigns.comLinkedIn11-50 employeesautomotive

Other plans on this EIN

1 filing

#001Retirement-$136K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$92K

+20.1% from 2021

Total participants

+80.0% from 2021

Average account balance

$10,184

-33.3% from 2021

Annual return

1.86%

+1.86 pp from 2021

Benchmarks

See 21,409 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,409 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$121K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+4.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$245

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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$145 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.107%

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

$10,184

$95,915-89.4%

$79,580-87.2%

$134,532-92.4%

Participation rate

100.0%

75.0%+25.0pp

69.5%+30.5pp

81.2%+18.8pp

Annual return

1.86%

-2.71%+4.6pp

0.15%+1.7pp

418.27%-416.4pp

Employer contribution / active EE

$1,799

$3,129-42.5%

$2,413-25.4%

$4,741-62.0%

Participant deferral / active EE

$313

$4,693-93.3%

$3,985-92.1%

$6,401-95.1%

Admin fee / account holder

$113

$9,132-98.8%

$6,835-98.4%

$11,429-99.0%

LEITNER DESIGNS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEITNER DESIGNS 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