Retirement plan

LAURA BRYANT HOMES 401(K) PROFIT SHARING PLAN

Name: LAURA BRYANT HOMES - LAURA BRYANT HOMES 401(K) PROFIT SHARING PLAN (2022) 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 2022

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

Other plans on this EIN

1 filing

#002Retirement-$1.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$402K

+11.6% from 2021

Total participants

0.0% from 2021

Average account balance

$201,238

+11.6% from 2021

Annual return

-11.04%

-21.24 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

$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

$3K

$1467 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.729%

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

$201,238

$190,916+5.4%

$160,037+25.7%

$134,545+49.6%

Participation rate

100.0%

82.0%+18.0pp

78.0%+22.0pp

81.2%+18.8pp

Annual return

-11.04%

552.79%-563.8pp

408.95%-420.0pp

418.37%-429.4pp

Employer contribution / active EE

$27,346

$4,996+447.4%

$4,226+547.1%

$4,742+476.7%

Participant deferral / active EE

$13,500

$6,925+95.0%

$6,184+118.3%

$6,401+110.9%

Admin fee / account holder

$1,467

$10,497-86.0%

$8,716-83.2%

$11,431-87.2%

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