Retirement plan

DARIN JOHNSTONE ARCHITECTS, APC 401(K) & PROFIT SHARING PLAN

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

DARIN JOHNSTONE ARCHITECTS, APCEIN 81-1697358Plan #001PY 2019

7462 N FIGUEROA ST STE-206 - LOS ANGELES, CA 90041323-478-9700djarch.netLinkedIn1-10 employeesarchitecture & planning

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$96K

+119.4% from 2018

Total participants

0.0% from 2018

Average account balance

$11,940

+119.4% from 2018

Annual return

37.89%

+37.89 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-3.11%

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 codes2E2F2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$300 / participant

Other / not subdivided$2K100.0%

% of EOY assets

2.198%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$11,940

$157,304-92.4%

$141,197-91.5%

$152,909-92.2%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

37.89%

64.34%-26.5pp

71.41%-33.5pp

345.46%-307.6pp

Employer contribution / active EE

$2,184

$5,263-58.5%

$4,736-53.9%

$4,764-54.1%

Participant deferral / active EE

$3,133

$7,111-55.9%

$6,710-53.3%

$5,851-46.5%

Admin fee / account holder

$262

$12,126-97.8%

$10,265-97.4%

$11,601-97.7%

DARIN JOHNSTONE ARCHITECTS, APC 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DARIN JOHNSTONE ARCHITECTS, APC 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion