Retirement plan

AMP'D ENTERTAINMENT401K PLAN

Name: AMP'D ENTERTAINMENT INC. - AMP'D ENTERTAINMENT401K PLAN (2024) Form 5500
Creator: AMP'D ENTERTAINMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMP'D ENTERTAINMENT401K PLAN, AMP'D ENTERTAINMENT INC.

AMP'D ENTERTAINMENT INC.EIN 82-0908316Plan #003PY 2024

3780 PROSPECT AVE, SUITE B - YORBA LINDA, CA 92886714-406-3000LinkedIn51-200 employeesevents services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$383K

+89.2% from 2023

Total participants

+2.2% from 2023

Average account balance

$22,550

+55.8% from 2023

Annual return

15.02%

-8.13 pp from 2023

Benchmarks

See 4,147 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort4,147 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$383K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

38.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$154K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$227

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 codes2E2F2G2J2R3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$88 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.005%

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

$22,550

$78,015-71.1%

$178,505-87.4%

$80,959-72.1%

Participation rate

31.8%

65.7%-33.9pp

77.1%-45.3pp

67.7%-35.8pp

Annual return

15.02%

18.10%-3.1pp

27.16%-12.1pp

35.67%-20.7pp

Employer contribution / active EE

$897

$2,281-60.7%

$3,955-77.3%

$2,757-67.5%

Participant deferral / active EE

$2,608

$4,406-40.8%

$6,280-58.5%

$4,300-39.4%

Admin fee / account holder

$227

$7,160-96.8%

$10,428-97.8%

$6,925-96.7%

AMP'D ENTERTAINMENT401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMP'D ENTERTAINMENT401K 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