Retirement plan

DTNTECH 401(K) AND PROFIT SHARING PLAN

Name: DTNTECH - DTNTECH 401(K) AND PROFIT SHARING PLAN (2022) Form 5500
Creator: DTNTECH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DTNTECH 401(K) AND PROFIT SHARING PLAN, DTNTECH

DTNTECHEIN 81-3831146Plan #001PY 2022

11615 ANABEL AVENUE - GARDEN GROVE, CA 92843714-868-6386LinkedIn11-50 employeespublishing

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$89K

+223.5% from 2021

Total participants

+20.0% from 2021

Average account balance

$17,877

+94.1% from 2021

Annual return

-26.69%

-26.69 pp from 2021

Benchmarks

See 8,666 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,666 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$343K

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$260

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 codes2E2F2G2J2T3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$221

$37 / participant

Other / not subdivided$221100.0%

% of EOY assets

0.247%

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

$17,877

$105,861-83.1%

$90,756-80.3%

$134,509-86.7%

Participation rate

83.3%

78.2%+5.1pp

75.7%+7.6pp

81.2%+2.1pp

Annual return

-26.69%

-10.99%-15.7pp

-12.16%-14.5pp

418.13%-444.8pp

Employer contribution / active EE

$1,299

$3,463-62.5%

$2,922-55.5%

$4,741-72.6%

Participant deferral / active EE

$10,223

$5,217+96.0%

$4,565+124.0%

$6,400+59.7%

Admin fee / account holder

$44

$13,938-99.7%

$8,445-99.5%

$11,427-99.6%

DTNTECH 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DTNTECH 401(K) AND 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