Retirement plan

EPYLON CORPORATION 401(K) PLAN & TRUST

Name: EPYLON CORPORATION - EPYLON CORPORATION 401(K) PLAN & TRUST (2022) Form 5500
Creator: EPYLON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EPYLON CORPORATION 401(K) PLAN & TRUST, EPYLON CORPORATION

EPYLON CORPORATIONEIN 57-1177151Plan #001PY 2022

630 SAN RAMON VALLEY BLVD., SUITE 210 - DANVILLE, CA 94526925-407-1050LinkedIn11-50 employeesinternet

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$724K

-20.9% from 2021

Total participants

0.0% from 2021

Average account balance

$120,625

-20.9% from 2021

Annual return

-29.55%

-29.54 pp from 2021

Benchmarks

See 10,382 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,382 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$287K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38805

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$120,625

$99,644+21.1%

$86,438+39.6%

$134,532-10.3%

Participation rate

66.7%

82.1%-15.4pp

80.3%-13.7pp

81.2%-14.6pp

Annual return

-29.55%

6787.26%-6816.8pp

4397.19%-4426.7pp

418.27%-447.8pp

Employer contribution / active EE

$4,402-100.0%

$3,769-100.0%

$4,741-100.0%

Participant deferral / active EE

$8,750

$7,247+20.7%

$6,952+25.9%

$6,401+36.7%

Admin fee / account holder

$8,375-100.0%

$6,733-100.0%

$11,429-100.0%

EPYLON CORPORATION 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EPYLON CORPORATION 401(K) PLAN & TRUST

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