Retirement plan

SHIR MARTIAL ARTS LLC RETIREMENT PLAN

Name: SHIR MARTIAL ARTS LLC - SHIR MARTIAL ARTS LLC RETIREMENT PLAN (2020) Form 5500
Creator: SHIR MARTIAL ARTS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHIR MARTIAL ARTS LLC RETIREMENT PLAN, SHIR MARTIAL ARTS LLC

SHIR MARTIAL ARTS LLCEIN 46-1159701Plan #002PY 2020

4480 TASSAJARA RD., SUITE A - DUBLIN, CA 94568925-875-1604shirmartialarts.comLinkedIn1-10 employeesrecreational facilities and services

Other plans on this EIN

1 filing

#001Retirement-$26K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$86K

+122.6% from 2019

Total participants

+50.0% from 2019

Average account balance

$28,821

+48.4% from 2019

Annual return

24.73%

+24.73 pp from 2019

Benchmarks

See 6,194 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,194 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$375K

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+19.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$852

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 codes2E2G2J3D

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.
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.

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

$28,821

$81,696-64.7%

$70,494-59.1%

$158,982-81.9%

Participation rate

100.0%

77.7%+22.3pp

75.1%+24.9pp

82.0%+18.0pp

Annual return

24.73%

208.70%-184.0pp

109.16%-84.4pp

302.99%-278.3pp

Employer contribution / active EE

$693

$3,220-78.5%

$2,738-74.7%

$4,763-85.4%

Participant deferral / active EE

$11,976

$4,558+162.7%

$3,711+222.7%

$5,983+100.1%

Admin fee / account holder

$6,200-100.0%

$3,848-100.0%

$11,252-100.0%

SHIR MARTIAL ARTS LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SHIR MARTIAL ARTS LLC RETIREMENT 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