Retirement plan

VSHIFT 401(K) PROFIT SHARING PLAN

Name: MEIOS ACQUISITION LLC D/B/A VSHIFT - VSHIFT 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: MEIOS ACQUISITION LLC D/B/A VSHIFT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VSHIFT 401(K) PROFIT SHARING PLAN, MEIOS ACQUISITION LLC D/B/A VSHIFT

MEIOS ACQUISITION LLC D/B/A VSHIFTEIN 75-3260618Plan #002PY 2018

1250 BROADWAY, 37H FLOOR - NEW YORK, NY 10001212-937-8575vshift.comLinkedIn51-200 employeesmarketing and advertising

Other plans on this EIN

1 filing

#001Retirement-$710K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$718K

+85.5% from 2017

Total participants

+33.3% from 2017

Average account balance

$44,890

+39.1% from 2017

Annual return

-8.59%

+14.01 pp from 2017

Benchmarks

See 8,369 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,369 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.08M

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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.

147.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$341K

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

+6.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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 codes2D2E2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

Opportunity flags

0 tripped

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

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

$44,890

$97,020-53.7%

$83,327-46.1%

$135,380-66.8%

Participation rate

100.0%

80.4%+19.6pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-8.59%

12.31%-20.9pp

10.64%-19.2pp

519.81%-528.4pp

Employer contribution / active EE

$11,879

$4,144+186.7%

$3,379+251.6%

$4,779+148.6%

Participant deferral / active EE

$12,404

$5,964+108.0%

$5,565+122.9%

$5,609+121.1%

Admin fee / account holder

$8,426-100.0%

$7,540-100.0%

$10,828-100.0%

VSHIFT 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VSHIFT 401(K) PROFIT SHARING 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