Retirement plan

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

Name: D'MARIE, INC. - D'MARIE, INC. 401(K) PROFIT SHARING PLAN (2021) 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 2021

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)

$244K

+14.8% from 2020

Total participants

0.0% from 2020

Average account balance

$61,079

+14.8% from 2020

Annual return

13.09%

-0.71 pp from 2020

Benchmarks

See 3,802 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,802 peers

Snapshot2021

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

$61,079

$110,801-44.9%

$86,615-29.5%

$167,536-63.5%

Participation rate

80.0%

75.8%+4.2pp

71.6%+8.4pp

82.1%-2.1pp

Annual return

13.09%

116.96%-103.9pp

63.51%-50.4pp

478.82%-465.7pp

Employer contribution / active EE

$348

$3,245-89.3%

$2,496-86.1%

$4,839-92.8%

Participant deferral / active EE

$401

$4,547-91.2%

$3,699-89.2%

$6,342-93.7%

Admin fee / account holder

$8,417-100.0%

$5,830-100.0%

$12,315-100.0%

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