Retirement plan

ALMA CARMIN TAPIA, SOLE PROP. DBA TAPIA QUALITY 401(K) PROFIT SHARING PLAN

Name: ALMA CARMIN TAPIA, SOLE PROP. DBA TAPIA QUALITY PRODUCTS - ALMA CARMIN TAPIA, SOLE PROP. DBA TAPIA QUALITY 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: ALMA CARMIN TAPIA, SOLE PROP. DBA TAPIA QUALITY PRODUCTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALMA CARMIN TAPIA, SOLE PROP. DBA TAPIA QUALITY 401(K) PROFIT SHARING PLAN, ALMA CARMIN TAPIA, SOLE PROP. DBA TAPIA QUALITY PRODUCTS

ALMA CARMIN TAPIA, SOLE PROP. DBA TAPIA QUALITY PRODUCTSEIN 45-4135043Plan #001PY 2015

1291 THURSTON AVE - LOS ALTOS, CA 94024559-960-0052LinkedIn1-10 employeestelecommunications

Other plans on this EIN

1 filing

#002Retirement-$1.8M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$181K

No prior year

Total participants

No prior year

Average account balance

$60,185

No prior year

Annual return

28.45%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2F2G3B3D

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

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

$60,185

$84,697-28.9%

$73,845-18.5%

$125,393-52.0%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

28.45%

3123.66%-3095.2pp

2267.91%-2239.5pp

282.23%-253.8pp

Employer contribution / active EE

$7,960

$3,123+154.8%

$2,788+185.6%

$4,866+63.6%

Participant deferral / active EE

$3,993-100.0%

$3,583-100.0%

$5,351-100.0%

Admin fee / account holder

$5,692-100.0%

$4,881-100.0%

$9,541-100.0%

ALMA CARMIN TAPIA, SOLE PROP. DBA TAPIA QUALITY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALMA CARMIN TAPIA, SOLE PROP. DBA TAPIA QUALITY 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