Retirement plan

DECK 7, INC. 401(K) PROFIT SHARING PLAN

Name: DECK 7, INC. - DECK 7, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: DECK 7, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DECK 7, INC. 401(K) PROFIT SHARING PLAN, DECK 7, INC.

DECK 7, INC.EIN 47-1638325Plan #002PY 2024

4275 EXECUTIVE SQ, STE 200 - LA JOLLA, CA 92037858-650-9595deck7.comLinkedIn11-50 employeesmarketing and advertising

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$577K

+32.5% from 2023

Total participants

0.0% from 2023

Average account balance

$144,255

+32.5% from 2023

Annual return

19.87%

+7.87 pp from 2023

Benchmarks

See 12,288 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,288 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$577K

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+19.87%

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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$144,255

$108,897+32.5%

$100,378+43.7%

$145,877-1.1%

Participation rate

100.0%

83.0%+17.0pp

81.5%+18.5pp

80.3%+19.7pp

Annual return

19.87%

58.17%-38.3pp

49.41%-29.5pp

551.28%-531.4pp

Employer contribution / active EE

$4,420-100.0%

$3,942-100.0%

$4,663-100.0%

Participant deferral / active EE

$27,500

$8,455+225.3%

$8,087+240.0%

$6,691+311.0%

Admin fee / account holder

$9,690-100.0%

$7,899-100.0%

$13,402-100.0%

DECK 7, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DECK 7, INC. 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