Retirement plan

CANNELL CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRU

Name: PAMPANITO CORPORATION - CANNELL CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRU (2019) Form 5500
Creator: PAMPANITO CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CANNELL CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRU, PAMPANITO CORPORATION

PAMPANITO CORPORATIONEIN 26-1998805Plan #001PY 2019

664 BRIDGEWAY - SAUSALITO, CA 94965415-835-8317LinkedIn1-10 employeesinvestment banking

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$730K

+83.4% from 2018

Total participants

0.0% from 2018

Average account balance

$104,317

+4.8% from 2018

Annual return

35.76%

+43.67 pp from 2018

Benchmarks

See 31,993 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,993 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.90M

Not enough data

1 years with asset history on file

Average account balance

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

$317K

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

$171K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+18.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38534

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 codes2E2F2G2J2T3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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).

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

$104,317

$183,978-43.3%

$162,171-35.7%

$152,885-31.8%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.5%+17.5pp

Annual return

35.76%

150.78%-115.0pp

115.60%-79.8pp

345.39%-309.6pp

Employer contribution / active EE

$16,083

$6,370+152.5%

$5,613+186.5%

$4,763+237.7%

Participant deferral / active EE

$15,511

$8,033+93.1%

$7,297+112.6%

$5,851+165.1%

Admin fee / account holder

$13,122-100.0%

$10,843-100.0%

$11,598-100.0%

CANNELL CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRU

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CANNELL CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRU

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