Retirement plan

QCP BEYOND RETIREMENT PLAN

Name: QCP BEYOND - QCP BEYOND RETIREMENT PLAN (2020) Form 5500
Creator: QCP BEYOND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QCP BEYOND RETIREMENT PLAN, QCP BEYOND

QCP BEYONDEIN 47-3242064Plan #002PY 2020

1240 N. LAKEVIEW AVE. - ANAHEIM, CA 92807714-519-5643

Other plans on this EIN

1 filing

#001Retirement-$451K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$194K

+123.4% from 2019

Total participants

0.0% from 2019

Average account balance

$64,531

+123.4% from 2019

Annual return

20.52%

+20.52 pp from 2019

Benchmarks

See 8,252 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,252 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.85%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$64,531

$118,708-45.6%

$98,920-34.8%

$158,982-59.4%

Participation rate

100.0%

77.8%+22.2pp

76.0%+24.0pp

82.0%+18.0pp

Annual return

20.52%

372.49%-352.0pp

196.47%-176.0pp

302.99%-282.5pp

Employer contribution / active EE

$5,880

$3,334+76.4%

$2,689+118.6%

$4,763+23.5%

Participant deferral / active EE

$23,833

$5,089+368.3%

$4,245+461.5%

$5,983+298.3%

Admin fee / account holder

$10,134-100.0%

$6,643-100.0%

$11,252-100.0%

QCP BEYOND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

QCP BEYOND RETIREMENT 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