Retirement plan

SUE ABRAMS PRODUCTIONS LLC DTD

Name: UNDER THE RADAR PROPERTIES, LLC - SUE ABRAMS PRODUCTIONS LLC DTD (2024) Form 5500
Creator: UNDER THE RADAR PROPERTIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUE ABRAMS PRODUCTIONS LLC DTD, UNDER THE RADAR PROPERTIES, LLC

UNDER THE RADAR PROPERTIES, LLCEIN 81-3565453Plan #001PY 2024

5999 CUSTER RD., #110-303 - FRISCO, TX 75035469-843-3498

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+28.3% from 2023

Total participants

0.0% from 2023

Average account balance

$1,128,506

+28.3% from 2023

Annual return

26.56%

-2.41 pp from 2023

Benchmarks

See 20,123 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,123 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.13M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+26.56%

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 codes2E2J3B3D

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

$1,128,506

$211,105+434.6%

$178,449+532.4%

$145,978+673.1%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

26.56%

30.19%-3.6pp

27.09%-0.5pp

550.52%-524.0pp

Employer contribution / active EE

$4,569-100.0%

$3,951-100.0%

$4,662-100.0%

Participant deferral / active EE

$15,000

$6,959+115.5%

$6,277+139.0%

$6,690+124.2%

Admin fee / account holder

$12,017-100.0%

$10,362-100.0%

$13,400-100.0%

SUE ABRAMS PRODUCTIONS LLC DTD

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SUE ABRAMS PRODUCTIONS LLC DTD

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