Retirement plan

BAILIN INC. 401(K) PLAN

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

BAILIN INC.EIN 26-4697539Plan #001PY 2021

23146 ARROYO VIS - RANCHO SANTA MARGARITA, CA 926882608949-878-2442bailinwholesale.comLinkedIn1-10 employeesapparel & fashion

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$322K

+62.2% from 2020

Total participants

0.0% from 2020

Average account balance

$107,207

+62.2% from 2020

Annual return

9.07%

-5.42 pp from 2020

Benchmarks

See 22,588 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,588 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$906K

Not enough data

1 years with asset history on file

Average account balance

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

$302K

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

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+12.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

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

$107,207

$176,786-39.4%

$146,643-26.9%

$167,536-36.0%

Participation rate

100.0%

83.6%+16.4pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

9.07%

24.04%-15.0pp

22.75%-13.7pp

478.82%-469.7pp

Employer contribution / active EE

$17,448

$5,161+238.1%

$4,137+321.8%

$4,839+260.6%

Participant deferral / active EE

$17,657

$6,440+174.2%

$5,506+220.7%

$6,342+178.4%

Admin fee / account holder

$13,262-100.0%

$10,280-100.0%

$12,315-100.0%

BAILIN INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BAILIN INC. 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