Retirement plan

D'MARIE, INC. 401(K) PROFIT SHARING PLAN

Name: D'MARIE, INC. - D'MARIE, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: D'MARIE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D'MARIE, INC. 401(K) PROFIT SHARING PLAN, D'MARIE, INC.

D'MARIE, INC.EIN 34-1933129Plan #001PY 2019

16758 WEST PARK CIRCLE DRIVE - CHAGRIN FALLS, OH 44023216-581-7000dmarieinc.comLinkedIn1-10 employeesfood production

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$184K

+21.6% from 2018

Total participants

0.0% from 2018

Average account balance

$45,948

+51.9% from 2018

Annual return

19.23%

+25.29 pp from 2018

Benchmarks

See 3,425 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,425 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$321K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+9.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14857

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 codes2E2F2J2T3D

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).
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$23

$5 / participant

Other / not subdivided$23100.0%

% of EOY assets

0.013%

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

$45,948

$104,577-56.1%

$76,667-40.1%

$152,909-70.0%

Participation rate

80.0%

76.6%+3.4pp

72.1%+7.9pp

82.5%-2.5pp

Annual return

19.23%

1014.36%-995.1pp

1166.74%-1147.5pp

345.46%-326.2pp

Employer contribution / active EE

$354

$3,119-88.6%

$2,303-84.6%

$4,764-92.6%

Participant deferral / active EE

$354

$4,237-91.6%

$3,336-89.4%

$5,851-93.9%

Admin fee / account holder

$12,290-100.0%

$6,423-99.9%

$11,601-100.0%

D'MARIE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D'MARIE, INC. 401(K) PROFIT SHARING 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