Retirement plan

SOTTILE BALTAXE 401(K) PROFIT SHARING PLAN

Name: SOTTILE BALTAXE - SOTTILE BALTAXE 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: SOTTILE BALTAXE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOTTILE BALTAXE 401(K) PROFIT SHARING PLAN, SOTTILE BALTAXE

SOTTILE BALTAXEEIN 45-4218527Plan #001PY 2024

28632 ROADSIDE DRIVE, SUITE 100 - AGOURA HILLS, CA 91301818-889-0050LinkedIn1-10 employeeslegal services

Other plans on this EIN

1 filing

#002Retirement-$1.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$968K

+24.1% from 2023

Total participants

0.0% from 2023

Average account balance

$87,982

+24.1% from 2023

Annual return

13.93%

+7.76 pp from 2023

Benchmarks

See 144,092 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort144,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$968K

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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 codes2E2J3B3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$139

$20 / participant

Other / not subdivided$139100.0%

% of EOY assets

0.014%

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

$87,982

$159,934-45.0%

$147,005-40.2%

$145,959-39.7%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

13.93%

98.24%-84.3pp

418.76%-404.8pp

561.95%-548.0pp

Employer contribution / active EE

$4,286

$5,287-18.9%

$4,934-13.1%

$4,661-8.0%

Participant deferral / active EE

$6,994

$8,427-17.0%

$8,070-13.3%

$6,689+4.6%

Admin fee / account holder

$13

$15,053-99.9%

$13,006-99.9%

$13,398-99.9%

SOTTILE BALTAXE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOTTILE BALTAXE 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