Retirement plan

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

Name: D'MARIE, INC. - D'MARIE, INC. 401(K) PROFIT SHARING PLAN (2020) 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 2020

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

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$213K

+15.7% from 2019

Total participants

0.0% from 2019

Average account balance

$53,183

+15.7% from 2019

Annual return

13.80%

-5.43 pp from 2019

Benchmarks

See 3,639 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,639 peers

Snapshot2020

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$53,183

$105,929-49.8%

$81,926-35.1%

$158,950-66.5%

Participation rate

80.0%

75.6%+4.4pp

72.0%+8.0pp

82.0%-2.0pp

Annual return

13.80%

38.19%-24.4pp

29.49%-15.7pp

302.91%-289.1pp

Employer contribution / active EE

$331

$7,802-95.8%

$4,310-92.3%

$4,762-93.0%

Participant deferral / active EE

$384

$13,007-97.0%

$7,108-94.6%

$5,983-93.6%

Admin fee / account holder

$8,492-100.0%

$5,159-100.0%

$11,248-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

D'MARIE, INC. 401(K) 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