Retirement plan

TOBIAS MEYER, LLC 401(K) PLAN

Name: TOBIAS MEYER, LLC - TOBIAS MEYER, LLC 401(K) PLAN (2019) Form 5500
Creator: TOBIAS MEYER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOBIAS MEYER, LLC 401(K) PLAN, TOBIAS MEYER, LLC

TOBIAS MEYER, LLCEIN 47-1238546Plan #002PY 2019

375 PARK AVENUE, STE. 2504 - NEW YORK, NY 101522502212-759-7588

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$266K

+56.5% from 2018

Total participants

0.0% from 2018

Average account balance

$132,833

+56.5% from 2018

Annual return

15.70%

+22.73 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$828K

Not enough data

1 years with asset history on file

Average account balance

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

$414K

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

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+13.78%

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

$132,833

$103,038+28.9%

$90,324+47.1%

$152,909-13.1%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

15.70%

95.25%-79.5pp

78.15%-62.4pp

345.46%-329.8pp

Employer contribution / active EE

$22,125

$3,141+604.5%

$2,856+674.7%

$4,764+364.4%

Participant deferral / active EE

$12,500

$4,282+191.9%

$3,885+221.7%

$5,851+113.6%

Admin fee / account holder

$6,177-100.0%

$5,356-100.0%

$11,601-100.0%

TOBIAS MEYER, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TOBIAS MEYER, LLC 401(K) 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