Retirement plan

SINE QUA NON, INC. 401(K) PROFIT SHARING PLAN

Name: SINE QUA NON, INC. - SINE QUA NON, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SINE QUA NON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SINE QUA NON, INC. 401(K) PROFIT SHARING PLAN, SINE QUA NON, INC.

SINE QUA NON, INC.EIN 77-0397061Plan #001PY 2018

10801 SANTA ANA RD - VENTURA, CA 93001805-649-8901

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$405K

+40.3% from 2017

Total participants

+22.2% from 2017

Average account balance

$18,406

+14.8% from 2017

Annual return

-8.46%

-21.96 pp from 2017

Benchmarks

See 3,311 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,311 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

103.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$221K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$592

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 codes2E2G3D

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.
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.

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

$18,406

$91,911-80.0%

$68,612-73.2%

$135,379-86.4%

Participation rate

100.0%

76.7%+23.3pp

72.2%+27.8pp

82.6%+17.4pp

Annual return

-8.46%

-8.22%-0.2pp

-4.63%-3.8pp

519.79%-528.3pp

Employer contribution / active EE

$2,409

$3,924-38.6%

$2,625-8.2%

$4,779-49.6%

Participant deferral / active EE

$4,294

$4,315-0.5%

$3,311+29.7%

$5,609-23.4%

Admin fee / account holder

$9,240-100.0%

$5,131-100.0%

$10,828-100.0%

SINE QUA NON, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SINE QUA NON, INC. 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