Retirement plan

DOUGLAS SCHOEN 401(K) PLAN

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

DOUGLAS SCHOENEIN 26-3020650Plan #002PY 2022

350 S COLLIER BLVD UNIT 308 - MARCO ISLAND, FL 341454919212-876-5791

Other plans on this EIN

1 filing

#001Retirement-$4.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$881K

+2.7% from 2021

Total participants

0.0% from 2021

Average account balance

$67,798

-5.2% from 2021

Annual return

-10.74%

-21.65 pp from 2021

Benchmarks

See 8,947 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,947 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+6.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$446

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$484 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.439%

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

$67,798

$152,597-55.6%

$117,533-42.3%

$134,532-49.6%

Participation rate

87.5%

77.1%+10.4pp

70.6%+16.9pp

81.2%+6.3pp

Annual return

-10.74%

53.04%-63.8pp

29.77%-40.5pp

418.27%-429.0pp

Employer contribution / active EE

$4,180

$5,576-25.0%

$4,1790%

$4,741-11.8%

Participant deferral / active EE

$10,260

$4,821+112.8%

$4,072+151.9%

$6,401+60.3%

Admin fee / account holder

$298

$7,007-95.7%

$5,647-94.7%

$11,429-97.4%

DOUGLAS SCHOEN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUGLAS SCHOEN 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