Retirement plan

TOBIAS MEYER, LLC 401(K) PLAN

Name: TOBIAS MEYER, LLC - TOBIAS MEYER, LLC 401(K) PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$375K

+41.1% from 2019

Total participants

0.0% from 2019

Average account balance

$187,405

+41.1% from 2019

Annual return

14.45%

-1.25 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$187,405

$100,938+85.7%

$90,461+107.2%

$158,982+17.9%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

14.45%

1727.20%-1712.8pp

1294.76%-1280.3pp

302.99%-288.5pp

Employer contribution / active EE

$22,375

$3,691+506.1%

$3,264+585.5%

$4,763+369.8%

Participant deferral / active EE

$13,000

$4,350+198.9%

$3,964+227.9%

$5,983+117.3%

Admin fee / account holder

$6,510-100.0%

$5,617-100.0%

$11,252-100.0%

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