Retirement plan

JASON SCOTT LOOMIS 401K PROFIT SHARING PLAN

Name: JASON SCOTT LOOMIS - JASON SCOTT LOOMIS 401K PROFIT SHARING PLAN (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

-3.5% from 2017

Total participants

+150.0% from 2017

Average account balance

$227,484

-61.4% from 2017

Annual return

-9.26%

-26.32 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

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

$227,484

$97,732+132.8%

$83,831+171.4%

$135,380+68.0%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-9.26%

1287.56%-1296.8pp

850.99%-860.2pp

519.81%-529.1pp

Employer contribution / active EE

$8,624

$4,222+104.3%

$3,631+137.5%

$4,779+80.5%

Participant deferral / active EE

$4,900

$4,683+4.6%

$4,082+20.0%

$5,609-12.6%

Admin fee / account holder

$6,675-100.0%

$5,479-100.0%

$10,828-100.0%

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