Retirement plan

LR TULLIUS, INC. 401(K) PROFIT SHARING PLAN

Name: LR TULLIUS, INC. - LR TULLIUS, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: LR TULLIUS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LR TULLIUS, INC. 401(K) PROFIT SHARING PLAN, LR TULLIUS, INC.

LR TULLIUS, INC.EIN 47-2523326Plan #002PY 2022

10920 VIA FRONTERA, STE 450 - SAN DIEGO, CA 92127858-832-8043lrtullius.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$1.9M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$483K

-11.0% from 2021

Total participants

0.0% from 2021

Average account balance

$241,408

-11.0% from 2021

Annual return

-30.03%

-77.83 pp from 2021

Benchmarks

See 18,475 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,475 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$739K

Not enough data

1 years with asset history on file

Average account balance

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

$369K

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

+5.94%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1260

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 codes2E2G2F2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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 returns
Annual investment return 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

$241,408

$190,916+26.4%

$160,037+50.8%

$134,545+79.4%

Participation rate

100.0%

82.0%+18.0pp

78.0%+22.0pp

81.2%+18.8pp

Annual return

-30.03%

552.79%-582.8pp

408.95%-439.0pp

418.37%-448.4pp

Employer contribution / active EE

$27,875

$4,996+458.0%

$4,226+559.7%

$4,742+487.9%

Participant deferral / active EE

$23,750

$6,925+243.0%

$6,184+284.1%

$6,401+271.0%

Admin fee / account holder

$10,497-100.0%

$8,716-100.0%

$11,431-100.0%

LR TULLIUS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LR TULLIUS, 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