Retirement plan

MS. J'S GYMNASTICS AND DANCE 401(K) PLAN

Name: MS. J'S GYMNASTICS AND DANCE - MS. J'S GYMNASTICS AND DANCE 401(K) PLAN (2019) Form 5500
Creator: MS. J'S GYMNASTICS AND DANCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MS. J'S GYMNASTICS AND DANCE 401(K) PLAN, MS. J'S GYMNASTICS AND DANCE

MS. J'S GYMNASTICS AND DANCEEIN 26-3760627Plan #002PY 2019

43 SOUTH 1ST STREET - BROOKLYN, NY 11249917-306-5638

Other plans on this EIN

1 filing

#001Retirement-$437K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$78K

+287.4% from 2018

Total participants

+50.0% from 2018

Average account balance

$13,032

+158.2% from 2018

Annual return

21.18%

+21.18 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$370K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

34.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+4.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1328

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 codes2A2D2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing 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

0 tripped

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

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

$13,032

$103,008-87.3%

$90,304-85.6%

$152,897-91.5%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

21.18%

95.22%-74.0pp

78.13%-56.9pp

345.43%-324.2pp

Employer contribution / active EE

$4,474

$3,139+42.5%

$2,855+56.7%

$4,764-6.1%

Participant deferral / active EE

$6,272

$4,281+46.5%

$3,885+61.4%

$5,851+7.2%

Admin fee / account holder

$6,175-100.0%

$5,354-100.0%

$11,599-100.0%

MS. J'S GYMNASTICS AND DANCE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MS. J'S GYMNASTICS AND DANCE 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