Retirement plan

3D REMODELING, INC. 401(K) PROFIT SHARING PLAN

Name: 3D REMODELING INC. - 3D REMODELING, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: 3D REMODELING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 3D REMODELING, INC. 401(K) PROFIT SHARING PLAN, 3D REMODELING INC.

3D REMODELING INC.EIN 68-0464707Plan #001PY 2022

111 LINDBERGH AVE, # D - LIVERMORE, CA 94551925-449-5477

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

-9.2% from 2021

Total participants

-13.3% from 2021

Average account balance

$169,507

-9.2% from 2021

Annual return

-13.30%

-41.60 pp from 2021

Benchmarks

See 48,278 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,278 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$259K

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

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+4.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66400

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$168 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.090%

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

$169,507

$133,981+26.5%

$112,249+51.0%

$134,532+26.0%

Participation rate

80.0%

78.6%+1.4pp

75.1%+4.9pp

81.2%-1.2pp

Annual return

-13.30%

47.16%-60.5pp

27.48%-40.8pp

418.27%-431.6pp

Employer contribution / active EE

$1,527

$4,040-62.2%

$3,636-58.0%

$4,741-67.8%

Participant deferral / active EE

$7,152

$5,292+35.2%

$4,729+51.2%

$6,401+11.7%

Admin fee / account holder

$153

$7,492-98.0%

$6,412-97.6%

$11,429-98.7%

3D REMODELING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

3D REMODELING, INC. 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