Retirement plan

JAMES JAM, ASP 401(K) PROFIT SHARING PLAN

Name: JAMES JAM, INC. - JAMES JAM, ASP 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: JAMES JAM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMES JAM, ASP 401(K) PROFIT SHARING PLAN, JAMES JAM, INC.

JAMES JAM, INC.EIN 46-2018532Plan #002PY 2019

3347 JASMINE CREST - ENCINITAS, CA 92024858-756-0839yelp.com/biz/james-jam-rancho-santa-fe-2LinkedIn1-10 employeesfood & beverages

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$10.4M

+32.2% from 2018

Total participants

0.0% from 2018

Average account balance

$3,475,044

+32.2% from 2018

Annual return

30.62%

+28.81 pp from 2018

Benchmarks

See 15,855 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,855 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.97M

Not enough data

1 years with asset history on file

Average account balance

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

$8.0M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+29.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46667

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 codes2E2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$3,475,044

$226,135+1436.7%

$182,558+1803.5%

$152,909+2172.6%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

30.62%

192.60%-162.0pp

148.59%-118.0pp

345.46%-314.8pp

Employer contribution / active EE

$24,667

$4,979+395.4%

$4,076+505.2%

$4,764+417.8%

Participant deferral / active EE

$16,667

$6,371+161.6%

$5,526+201.6%

$5,851+184.8%

Admin fee / account holder

$10,707-100.0%

$8,594-100.0%

$11,601-100.0%

JAMES JAM, ASP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JAMES JAM, ASP 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