Retirement plan

BARRY A CANE PROFIT SHARING 401K PLAN

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

BARRY A CANEEIN 77-0415592Plan #004PY 2018

240 LOMBARD ST STE 100 - THOUSAND OAKS, CA 91360805-496-5537

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+2.6% from 2017

Total participants

No prior year

Average account balance

$558,544

No prior year

Annual return

-0.87%

-8.69 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+15.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$558,544

$160,059+249.0%

$140,019+298.9%

$135,380+312.6%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

-0.87%

911.48%-912.3pp

651.17%-652.0pp

519.81%-520.7pp

Employer contribution / active EE

$5,575

$6,420-13.2%

$5,605-0.5%

$4,779+16.6%

Participant deferral / active EE

$13,362

$7,641+74.9%

$6,927+92.9%

$5,609+138.2%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,828-100.0%

BARRY A CANE PROFIT SHARING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BARRY A CANE PROFIT SHARING 401K 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