Retirement plan

FARVIEW ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN

Name: FARVIEW ASSOCIATES, LLC - FARVIEW ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN (2017) Form 5500
Creator: FARVIEW ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FARVIEW ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN, FARVIEW ASSOCIATES, LLC

FARVIEW ASSOCIATES, LLCEIN 46-0695871Plan #001PY 2017

16030 VENTURA BLVD., SUITE 380 - ENCINO, CA 91436818-905-9500LinkedIn1-10 employeesindividual & family services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$123K

+98.8% from 2016

Total participants

0.0% from 2016

Average account balance

$61,684

+98.8% from 2016

Annual return

3.64%

+3.64 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$735K

Not enough data

1 years with asset history on file

Average account balance

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

$368K

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

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

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

+4.40%

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 returns
Annual investment return 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

$61,684

$150,442-59.0%

$136,295-54.7%

$147,585-58.2%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

3.64%

1049.09%-1045.5pp

5155.97%-5152.3pp

578.56%-574.9pp

Employer contribution / active EE

$13,038

$5,256+148.1%

$4,695+177.7%

$4,876+167.4%

Participant deferral / active EE

$16,494

$6,630+148.8%

$6,247+164.0%

$5,439+203.3%

Admin fee / account holder

$10,905-100.0%

$9,243-100.0%

$10,885-100.0%

FARVIEW ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FARVIEW ASSOCIATES, LLC 401(K) AND 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