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 (2023) 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 2023

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$304K

+35.1% from 2022

Total participants

0.0% from 2022

Average account balance

$33,774

+50.1% from 2022

Annual return

19.12%

+37.16 pp from 2022

Benchmarks

See 139,849 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,849 peers

Snapshot2023

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 codes2F2G2J3D

Plan features

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$259 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.426%

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

$33,774

$148,582-77.3%

$135,942-75.2%

$139,456-75.8%

Participation rate

80.0%

83.9%-3.9pp

81.9%-1.9pp

80.3%-0.3pp

Annual return

19.12%

79.26%-60.1pp

68.28%-49.2pp

373.45%-354.3pp

Employer contribution / active EE

$3,054

$5,245-41.8%

$4,858-37.1%

$4,753-35.7%

Participant deferral / active EE

$4,120

$8,101-49.1%

$7,759-46.9%

$6,711-38.6%

Admin fee / account holder

$144

$12,402-98.8%

$10,764-98.7%

$11,407-98.7%

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