Retirement plan

TAJEN GRAPHICS, INC. PROFIT SHARING PLAN

Name: TAJEN GRAPHICS, INC. - TAJEN GRAPHICS, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: TAJEN GRAPHICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAJEN GRAPHICS, INC. PROFIT SHARING PLAN, TAJEN GRAPHICS, INC.

TAJEN GRAPHICS, INC.EIN 33-0149380Plan #001PY 2016

2100 WEST LINCOLN AVE. - ANAHEIM, CA 92801714-527-3122LinkedIn11-50 employeesprinting

Other plans on this EIN

1 filing

#002Retirement-$4.5M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.9M

+8.7% from 2015

Total participants

+3.8% from 2015

Average account balance

$107,223

+4.7% from 2015

Annual return

4.19%

+3.48 pp from 2015

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.78M

Not enough data

1 years with asset history on file

Average account balance

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

$271K

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.

119.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+36.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$90084

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$107,223

$58,828+82.3%

$78,002+37.5%

$62,881+70.5%

Participation rate

100.0%

71.1%+28.9pp

75.5%+24.5pp

69.3%+30.7pp

Annual return

4.19%

17.16%-13.0pp

425.99%-421.8pp

20.14%-16.0pp

Employer contribution / active EE

$1,339

$1,672-19.9%

$2,470-45.8%

$2,281-41.3%

Participant deferral / active EE

$3,133

$2,686+16.7%

$3,497-10.4%

$3,203-2.2%

Admin fee / account holder

$4,393-100.0%

$5,481-100.0%

$4,296-100.0%

TAJEN GRAPHICS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAJEN GRAPHICS, INC. PROFIT SHARING 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