Retirement plan

GOOGALUNE, INC. 401 K PROFIT SHARING PLAN

Name: GOOGALUNE, INC. - GOOGALUNE, INC. 401 K PROFIT SHARING PLAN (2019) Form 5500
Creator: GOOGALUNE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOOGALUNE, INC. 401 K PROFIT SHARING PLAN, GOOGALUNE, INC.

GOOGALUNE, INC.EIN 77-0455956Plan #004PY 2019

PO BOX 573 - ESCALANTE, UT 84726805-438-3367

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$2.8M

+4.3% from 2018

Total participants

+50.0% from 2018

Average account balance

$938,115

-30.5% from 2018

Annual return

1.86%

+0.57 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.30M

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

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+4.66%

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 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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$938,115

$176,688+430.9%

$130,660+618.0%

$152,909+513.5%

Participation rate

100.0%

79.0%+21.0pp

71.7%+28.3pp

82.5%+17.5pp

Annual return

1.86%

2693.08%-2691.2pp

1709.29%-1707.4pp

345.46%-343.6pp

Employer contribution / active EE

$13,392

$5,743+133.2%

$4,092+227.3%

$4,764+181.1%

Participant deferral / active EE

$8,333

$4,362+91.0%

$3,603+131.3%

$5,851+42.4%

Admin fee / account holder

$7,131-100.0%

$5,463-100.0%

$11,601-100.0%

GOOGALUNE, INC. 401 K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GOOGALUNE, 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