Retirement plan

JASON SCOTT LOOMIS 401K PROFIT SHARING PLAN

Name: JASON SCOTT LOOMIS - JASON SCOTT LOOMIS 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: JASON SCOTT LOOMIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JASON SCOTT LOOMIS 401K PROFIT SHARING PLAN, JASON SCOTT LOOMIS

JASON SCOTT LOOMISEIN 77-0534626Plan #002PY 2017

PO BOX 1852 - OJAI, CA 93024805-377-6986

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

+23.5% from 2016

Total participants

0.0% from 2016

Average account balance

$589,478

+23.5% from 2016

Annual return

17.07%

+10.59 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.56M

Not enough data

1 years with asset history on file

Average account balance

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

$426K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+8.90%

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 codes2E3D2J3B

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.
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

$589,478

$106,008+456.1%

$92,240+539.1%

$147,586+299.4%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

17.07%

50.05%-33.0pp

176.29%-159.2pp

578.59%-561.5pp

Employer contribution / active EE

$18,880

$4,333+335.7%

$3,680+413.1%

$4,876+287.2%

Participant deferral / active EE

$12,000

$4,478+168.0%

$3,897+207.9%

$5,439+120.6%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,886-100.0%

JASON SCOTT LOOMIS 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JASON SCOTT LOOMIS 401K 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