Retirement plan

LAURA BRYANT HOMES 401(K) PROFIT SHARING PLAN

Name: LAURA BRYANT HOMES - LAURA BRYANT HOMES 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: LAURA BRYANT HOMES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAURA BRYANT HOMES 401(K) PROFIT SHARING PLAN, LAURA BRYANT HOMES

LAURA BRYANT HOMESEIN 47-5110892Plan #001PY 2019

580 EDGEWOOD ROAD - SAN MATEO, CA 94402650-888-0772laurabryanthomes.comLinkedIn1-10 employeesreal estate

Other plans on this EIN

1 filing

#002Retirement-$831K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$187K

+59.4% from 2018

Total participants

0.0% from 2018

Average account balance

$93,257

+59.4% from 2018

Annual return

6.45%

+15.80 pp from 2018

Benchmarks

See 15,855 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,855 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$596K

Not enough data

1 years with asset history on file

Average account balance

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

$298K

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

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

-3.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2407

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

Expense breakdown

Schedule H Part II

Admin total

$91

$91 / participant

Other / not subdivided$91100.0%

% of EOY assets

0.049%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$93,257

$226,135-58.8%

$182,558-48.9%

$152,909-39.0%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

6.45%

192.60%-186.2pp

148.59%-142.1pp

345.46%-339.0pp

Employer contribution / active EE

$37,000

$4,979+643.1%

$4,076+807.7%

$4,764+676.7%

Participant deferral / active EE

$25,000

$6,371+292.4%

$5,526+352.4%

$5,851+327.3%

Admin fee / account holder

$46

$10,707-99.6%

$8,594-99.5%

$11,601-99.6%

LAURA BRYANT HOMES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAURA BRYANT HOMES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion