Retirement plan

BURR PRODUCTIONS PROFIT SHARING 401(K) PLAN

Name: BURR PRODUCTIONS - BURR PRODUCTIONS PROFIT SHARING 401(K) PLAN (2021) Form 5500
Creator: BURR PRODUCTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BURR PRODUCTIONS PROFIT SHARING 401(K) PLAN, BURR PRODUCTIONS

BURR PRODUCTIONSEIN 82-2520033Plan #002PY 2021

30141 AGOURA ROAD - AGOURA HILLS, CA 91301323-697-9341burr.studioLinkedIn1-10 employeesentertainment

Other plans on this EIN

1 filing

#001Retirement-$794K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$249K

+57.9% from 2020

Total participants

0.0% from 2020

Average account balance

$62,292

+57.9% from 2020

Annual return

15.58%

+2.97 pp from 2020

Benchmarks

See 9,483 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,483 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$715K

Not enough data

1 years with asset history on file

Average account balance

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

$357K

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

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+17.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3410

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 codes2E2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$10K

$4804 / participant

Other / not subdivided$10K100.0%

% of EOY assets

3.856%

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

$62,292

$124,175-49.8%

$108,405-42.5%

$167,536-62.8%

Participation rate

100.0%

82.3%+17.7pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

15.58%

1380.13%-1364.5pp

905.55%-890.0pp

478.82%-463.2pp

Employer contribution / active EE

$23,804

$4,188+468.4%

$3,559+568.8%

$4,839+391.9%

Participant deferral / active EE

$14,388

$6,908+108.3%

$6,563+119.2%

$6,342+126.9%

Admin fee / account holder

$2,402

$9,457-74.6%

$7,297-67.1%

$12,315-80.5%

BURR PRODUCTIONS PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BURR PRODUCTIONS PROFIT SHARING 401(K) 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