Retirement plan

LAURA BRYANT HOMES 401(K) PROFIT SHARING PLAN

Name: LAURA BRYANT HOMES - LAURA BRYANT HOMES 401(K) PROFIT SHARING PLAN (2021) 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 2021

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

Other plans on this EIN

1 filing

#002Retirement-$1.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$361K

+34.2% from 2020

Total participants

0.0% from 2020

Average account balance

$180,302

+34.2% from 2020

Annual return

10.20%

+0.18 pp from 2020

Benchmarks

See 17,096 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,096 peers

Snapshot2021

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$2447 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.679%

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

$180,302

$227,633-20.8%

$189,597-4.9%

$167,553+7.6%

Participation rate

100.0%

82.5%+17.5pp

78.4%+21.6pp

82.1%+17.9pp

Annual return

10.20%

78.45%-68.3pp

64.20%-54.0pp

478.89%-468.7pp

Employer contribution / active EE

$38,500

$5,317+624.1%

$4,412+772.5%

$4,840+695.5%

Participant deferral / active EE

$26,000

$7,003+271.3%

$6,174+321.1%

$6,343+309.9%

Admin fee / account holder

$1,224

$11,879-89.7%

$9,807-87.5%

$12,316-90.1%

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