Retirement plan

MARIPOSA CAPITAL, INC. 401K PROFIT SHARING PLAN

Name: MARIPOSA CAPITAL, INC. - MARIPOSA CAPITAL, INC. 401K PROFIT SHARING PLAN (2020) Form 5500
Creator: MARIPOSA CAPITAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARIPOSA CAPITAL, INC. 401K PROFIT SHARING PLAN, MARIPOSA CAPITAL, INC.

MARIPOSA CAPITAL, INC.EIN 47-4353368Plan #004PY 2020

201 SAN ANSELMO AVENUE - SAN ANSELMO, CA 94960415-456-8324

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

+18.8% from 2019

Total participants

0.0% from 2019

Average account balance

$344,064

+18.8% from 2019

Annual return

13.81%

-5.59 pp from 2019

Benchmarks

See 32,149 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,149 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.08M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$385K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+15.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1486

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$344,064

$197,637+74.1%

$177,848+93.5%

$158,982+116.4%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

13.81%

58.77%-45.0pp

48.33%-34.5pp

302.99%-289.2pp

Employer contribution / active EE

$7,855

$6,698+17.3%

$5,919+32.7%

$4,763+64.9%

Participant deferral / active EE

$9,340

$8,405+11.1%

$7,714+21.1%

$5,983+56.1%

Admin fee / account holder

$15,406-100.0%

$12,431-100.0%

$11,252-100.0%

MARIPOSA CAPITAL, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARIPOSA CAPITAL, INC. 401K 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