Retirement plan

FIRM 42 INC 401K TRUST

Name: FIRM 42, INC. - FIRM 42 INC 401K TRUST (2017) Form 5500
Creator: FIRM 42, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIRM 42 INC 401K TRUST, FIRM 42, INC.

FIRM 42, INC.dba ALFREDO'S RESTAURANTEIN 46-1430149Plan #001PY 2017

647 2ND ST - HERMOSA BEACH, CA 902545224310-465-6785

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$288K

+10.0% from 2016

Total participants

0.0% from 2016

Average account balance

No prior year

Annual return

0.00%

0.00 pp from 2016

Benchmarks

See 899 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort899 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$542K

Not enough data

1 years with asset history on file

Average account balance

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

$542K

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.

9.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+0.00%

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 codes2J

Plan features

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.

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

$167,483-100.0%

$115,752-100.0%

$147,586-100.0%

Participation rate

0.0%

81.7%-81.7pp

77.8%-77.8pp

82.8%-82.8pp

Annual return

0.00%

12.11%-12.1pp

19.41%-19.4pp

578.59%-578.6pp

Employer contribution / active EE

$2,184

$4,960-56.0%

$3,492-37.5%

$4,876-55.2%

Participant deferral / active EE

$23,928

$7,037+240.0%

$5,204+359.8%

$5,439+340.0%

Admin fee / account holder

$13,069-100.0%

$6,278-100.0%

$10,886-100.0%

FIRM 42 INC 401K TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FIRM 42 INC 401K TRUST

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