Retirement plan

BIG SECRETS, INC. PROFIT SHARING PLAN

Name: BIG SECRETS, INC. - BIG SECRETS, INC. PROFIT SHARING PLAN (2021) Form 5500
Creator: BIG SECRETS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIG SECRETS, INC. PROFIT SHARING PLAN, BIG SECRETS, INC.

BIG SECRETS, INC.EIN 47-1065322Plan #001PY 2021

CO DIPERNA ASSOCIATES, 31 HUDSON YARDS, 11TH FLOOR STE 26 - NEW YORK, NY 10001212-675-3000

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$614K

No prior year

Total participants

No prior year

Average account balance

$204,524

No prior year

Annual return

11.84%

No prior year

Benchmarks

See 8,066 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,066 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$949K

Not enough data

1 years with asset history on file

Average account balance

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

$316K

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

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+14.91%

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 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

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

$204,524

$185,225+10.4%

$142,898+43.1%

$167,536+22.1%

Participation rate

100.0%

78.5%+21.5pp

72.0%+28.0pp

82.1%+17.9pp

Annual return

11.84%

8558.12%-8546.3pp

5639.64%-5627.8pp

478.82%-467.0pp

Employer contribution / active EE

$20,167

$5,607+259.7%

$4,146+386.4%

$4,839+316.7%

Participant deferral / active EE

$15,520

$4,496+245.2%

$3,838+304.3%

$6,342+144.7%

Admin fee / account holder

$8,032-100.0%

$6,560-100.0%

$12,315-100.0%

BIG SECRETS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BIG SECRETS, INC. 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