Retirement plan

GRAY TAXIDERMY, INC. PROFIT SHARING PLAN AND TRUST

Name: GRAY TAXIDERMY, INC. - GRAY TAXIDERMY, INC. PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: GRAY TAXIDERMY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAY TAXIDERMY, INC. PROFIT SHARING PLAN AND TRUST, GRAY TAXIDERMY, INC.

GRAY TAXIDERMY, INC.EIN 59-1832979Plan #001PY 2015

712 N.W. 12TH AVENUE - POMPANO BEACH, FL 33069954-785-6456graytaxidermy.comLinkedIn51-200 employeesconsumer goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

No prior year

Total participants

No prior year

Average account balance

$71,965

No prior year

Annual return

1.46%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.88M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

101.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$396K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+7.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12128

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 codes2E2F2G2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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

$71,965

$45,152+59.4%

$73,836-2.5%

$59,633+20.7%

Participation rate

72.9%

64.0%+8.9pp

73.4%-0.6pp

68.7%+4.2pp

Annual return

1.46%

27.40%-25.9pp

2268.06%-2266.6pp

2041.45%-2040.0pp

Employer contribution / active EE

$1,197

$1,901-37.1%

$2,787-57.1%

$2,203-45.7%

Participant deferral / active EE

$2,599

$2,573+1.0%

$3,583-27.5%

$3,192-18.6%

Admin fee / account holder

-$813

$3,515-123.1%

$4,882-116.7%

$4,297-118.9%

GRAY TAXIDERMY, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRAY TAXIDERMY, INC. PROFIT SHARING PLAN AND TRUST

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