Retirement plan

BLACKSHEEP PRODUCTIONS, INC. 401(K) PLAN

Name: BLACKSHEEP PRODUCTIONS, INC. - BLACKSHEEP PRODUCTIONS, INC. 401(K) PLAN (2019) Form 5500
Creator: BLACKSHEEP PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLACKSHEEP PRODUCTIONS, INC. 401(K) PLAN, BLACKSHEEP PRODUCTIONS, INC.

BLACKSHEEP PRODUCTIONS, INC.EIN 58-2534477Plan #001PY 2019

1015 WILSON GLENN DR - ROSWELL, GA 30075678-884-1155blacksheep-productions.comLinkedIn1-10 employeesevents services

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$652K

+40.1% from 2018

Total participants

0.0% from 2018

Average account balance

$325,817

+40.1% from 2018

Annual return

35.46%

+35.31 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

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

$266K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1983

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$19K

$9639 / participant

Other / not subdivided$19K100.0%

% of EOY assets

2.958%

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

$325,817

$176,688+84.4%

$130,660+149.4%

$152,897+113.1%

Participation rate

100.0%

79.0%+21.0pp

71.7%+28.3pp

82.5%+17.5pp

Annual return

35.46%

2693.08%-2657.6pp

1709.29%-1673.8pp

345.43%-310.0pp

Employer contribution / active EE

$5,256

$5,743-8.5%

$4,092+28.4%

$4,764+10.3%

Participant deferral / active EE

$12,500

$4,362+186.6%

$3,603+246.9%

$5,851+113.6%

Admin fee / account holder

$9,639

$7,131+35.2%

$5,463+76.4%

$11,599-16.9%

BLACKSHEEP PRODUCTIONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLACKSHEEP PRODUCTIONS, INC. 401(K) 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