Retirement plan

3 HAPA HAOLES 401(K) PLAN

Name: 3 HAPA HAOLES - 3 HAPA HAOLES 401(K) PLAN (2020) Form 5500
Creator: 3 HAPA HAOLES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 3 HAPA HAOLES 401(K) PLAN, 3 HAPA HAOLES

3 HAPA HAOLESEIN 75-3012136Plan #002PY 2020

3195 ROSSINI PLACE - TOPANGA, CA 90290818-346-7840

Other plans on this EIN

1 filing

#001Retirement-$3.4M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+20.6% from 2019

Total participants

0.0% from 2019

Average account balance

$309,815

+20.6% from 2019

Annual return

13.90%

+0.57 pp from 2019

Benchmarks

See 7,662 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,662 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$418K

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

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+6.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$53007

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value 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

$309,815

$176,402+75.6%

$134,155+130.9%

$158,931+94.9%

Participation rate

100.0%

78.7%+21.3pp

72.2%+27.8pp

82.0%+18.0pp

Annual return

13.90%

63.64%-49.7pp

36.33%-22.4pp

302.86%-289.0pp

Employer contribution / active EE

$5,041-100.0%

$3,704-100.0%

$4,761-100.0%

Participant deferral / active EE

$17,285

$4,092+322.4%

$3,499+394.0%

$5,982+188.9%

Admin fee / account holder

$8,719-100.0%

$6,685-100.0%

$11,247-100.0%

3 HAPA HAOLES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

3 HAPA HAOLES 401(K) PLAN

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