Retirement plan

SAMI SAAUD GRAPHIC DESIGN, LLC 401(K) PROFIT SHARING PLAN

Name: SAMI SAAUD GRAPHIC DESIGN, LLC - SAMI SAAUD GRAPHIC DESIGN, LLC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: SAMI SAAUD GRAPHIC DESIGN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAMI SAAUD GRAPHIC DESIGN, LLC 401(K) PROFIT SHARING PLAN, SAMI SAAUD GRAPHIC DESIGN, LLC

SAMI SAAUD GRAPHIC DESIGN, LLCEIN 46-4758456Plan #001PY 2022

70 EAST 10TH STREET, APT. #12F - NEW YORK, NY 10003415-845-5335

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$292K

+92.9% from 2019

Total participants

+200.0% from 2019

Average account balance

$97,357

-35.7% from 2019

Annual return

-16.14%

-32.75 pp from 2019

Benchmarks

See 133,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,909 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$551K

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+11.56%

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 codes2E2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$97,357

$138,078-29.5%

$125,363-22.3%

$134,509-27.6%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-16.14%

750.49%-766.6pp

572.15%-588.3pp

418.13%-434.3pp

Employer contribution / active EE

$17,354

$5,245+230.9%

$4,815+260.4%

$4,741+266.1%

Participant deferral / active EE

$6,833

$7,800-12.4%

$7,447-8.2%

$6,400+6.8%

Admin fee / account holder

$11,566-100.0%

$10,005-100.0%

$11,427-100.0%

SAMI SAAUD GRAPHIC DESIGN, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SAMI SAAUD GRAPHIC DESIGN, LLC 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