Retirement plan

JOSH OLINS STUDIO, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN

Name: JOSH OLINS STUDIO, INC. - JOSH OLINS STUDIO, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN (2022) Form 5500
Creator: JOSH OLINS STUDIO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOSH OLINS STUDIO, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN, JOSH OLINS STUDIO, INC.

JOSH OLINS STUDIO, INC.EIN 46-2090095Plan #001PY 2022

177 PRINCE STREET, SUITE 401 - NEW YORK, NY 10012917-515-0091LinkedIn1-10 employeesveterinary

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$502K

+6.0% from 2021

Total participants

0.0% from 2021

Average account balance

$250,936

+6.0% from 2021

Annual return

-5.15%

-6.67 pp from 2021

Benchmarks

See 8,947 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,947 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$658K

Not enough data

1 years with asset history on file

Average account balance

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

$329K

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.

200.0%

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

+6.46%

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

$250,936

$152,597+64.4%

$117,533+113.5%

$134,532+86.5%

Participation rate

100.0%

77.1%+22.9pp

70.6%+29.4pp

81.2%+18.8pp

Annual return

-5.15%

53.04%-58.2pp

29.77%-34.9pp

418.27%-423.4pp

Employer contribution / active EE

$16,250

$5,576+191.4%

$4,179+288.8%

$4,741+242.7%

Participant deferral / active EE

$10,250

$4,821+112.6%

$4,072+151.7%

$6,401+60.1%

Admin fee / account holder

$7,007-100.0%

$5,647-100.0%

$11,429-100.0%

JOSH OLINS STUDIO, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOSH OLINS STUDIO, INC. PROFIT SHARING AND EMPLOYEES SAVINGS 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