Retirement plan

SEY ENTERPRISES INC. 401(K) PROFIT SHARING PLAN

Name: SEY ENTERPRISES INC. - SEY ENTERPRISES INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: SEY ENTERPRISES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEY ENTERPRISES INC. 401(K) PROFIT SHARING PLAN, SEY ENTERPRISES INC.

SEY ENTERPRISES INC.EIN 37-1801607Plan #001PY 2023

PO BOX 3608 - MANHATTAN BEACH, CA 90266310-753-4227

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$624K

+45.8% from 2022

Total participants

0.0% from 2022

Average account balance

$124,800

+45.8% from 2022

Annual return

25.93%

+53.57 pp from 2022

Benchmarks

See 19,279 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,279 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$835K

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+22.87%

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 codes2E2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$29

$7 / participant

Other / not subdivided$29100.0%

% of EOY assets

0.005%

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

$124,800

$202,440-38.4%

$169,390-26.3%

$139,466-10.5%

Participation rate

100.0%

81.1%+18.9pp

77.2%+22.8pp

80.3%+19.7pp

Annual return

25.93%

532.36%-506.4pp

406.07%-380.1pp

373.66%-347.7pp

Employer contribution / active EE

$4,656

$4,693-0.8%

$4,013+16.0%

$4,754-2.1%

Participant deferral / active EE

$16,625

$6,940+139.5%

$6,222+167.2%

$6,712+147.7%

Admin fee / account holder

$10,722-99.9%

$9,015-99.9%

$11,409-99.9%

SEY ENTERPRISES INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEY ENTERPRISES 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