Retirement plan

SUBRILYN EQUITIES, LLC 401K PROFIT SHARING PLAN

Name: SUBRILYN EQUITIES, LLC - SUBRILYN EQUITIES, LLC 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: SUBRILYN EQUITIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUBRILYN EQUITIES, LLC 401K PROFIT SHARING PLAN, SUBRILYN EQUITIES, LLC

SUBRILYN EQUITIES, LLCEIN 80-0516948Plan #001PY 2024

12 HEATHER LANE - GREENWICH, CT 06830917-733-3009

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$490K

+13.6% from 2023

Total participants

0.0% from 2023

Average account balance

$244,989

+13.6% from 2023

Annual return

13.19%

+5.55 pp from 2023

Benchmarks

See 20,049 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,049 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$490K

Not enough data

1 years with asset history on file

Average account balance

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

$245K

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

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$923

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

+13.19%

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 codes2E2J2R3B3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$244,989

$211,224+16.0%

$178,505+37.2%

$145,897+67.9%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

13.19%

30.28%-17.1pp

27.16%-14.0pp

552.29%-539.1pp

Employer contribution / active EE

$923

$4,577-79.8%

$3,955-76.7%

$4,663-80.2%

Participant deferral / active EE

$6,966-100.0%

$6,280-100.0%

$6,689-100.0%

Admin fee / account holder

$12,109-100.0%

$10,428-100.0%

$13,390-100.0%

SUBRILYN EQUITIES, LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SUBRILYN EQUITIES, LLC 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