Retirement plan

ISABELLE HANDBAG, INC. RETIREMENT PLAN

Name: ISABELLE HANDBAG, INC. - ISABELLE HANDBAG, INC. RETIREMENT PLAN (2023) Form 5500
Creator: ISABELLE HANDBAG, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ISABELLE HANDBAG, INC. RETIREMENT PLAN, ISABELLE HANDBAG, INC.

ISABELLE HANDBAG, INC.EIN 45-2298485Plan #001PY 2023

3155 BANDINI BLVD. #A - VERNON, CA 90058323-277-9888isabellehandbags.comLinkedIn1-10 employeeswholesale

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$211K

+133.7% from 2022

Total participants

+8.3% from 2022

Average account balance

$21,129

+86.9% from 2022

Annual return

18.05%

+18.05 pp from 2022

Benchmarks

See 4,366 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,366 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$335K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

70.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19257

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 codes2E2G2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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

$21,129

$95,580-77.9%

$76,872-72.5%

$139,466-84.9%

Participation rate

76.9%

74.0%+3.0pp

69.6%+7.3pp

80.3%-3.4pp

Annual return

18.05%

55.00%-36.9pp

37.90%-19.9pp

373.66%-355.6pp

Employer contribution / active EE

$1,891

$3,145-39.9%

$2,533-25.4%

$4,754-60.2%

Participant deferral / active EE

$6,151

$4,623+33.1%

$3,832+60.5%

$6,712-8.4%

Admin fee / account holder

-$231

$8,302-102.8%

$5,476-104.2%

$11,409-102.0%

ISABELLE HANDBAG, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ISABELLE HANDBAG, INC. RETIREMENT 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