Retirement plan

BURR PRODUCTIONS PROFIT SHARING 401(K) PLAN

Name: BURR PRODUCTIONS - BURR PRODUCTIONS PROFIT SHARING 401(K) PLAN (2022) 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 2022

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

Other plans on this EIN

1 filing

#001Retirement-$1.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$337K

+35.1% from 2021

Total participants

0.0% from 2021

Average account balance

$84,126

+35.1% from 2021

Annual return

6.97%

-8.61 pp from 2021

Benchmarks

See 10,380 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,380 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$571K

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

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

+7.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2271

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

$13K

$4251 / participant

Other / not subdivided$13K100.0%

% of EOY assets

3.790%

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

$84,126

$99,668-15.6%

$86,451-2.7%

$134,545-37.5%

Participation rate

100.0%

82.1%+17.9pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

6.97%

6789.61%-6782.6pp

4398.51%-4391.5pp

418.37%-411.4pp

Employer contribution / active EE

$17,125

$4,403+288.9%

$3,770+354.3%

$4,742+261.2%

Participant deferral / active EE

$10,450

$7,249+44.2%

$6,953+50.3%

$6,401+63.2%

Admin fee / account holder

$3,188

$8,377-61.9%

$6,734-52.7%

$11,431-72.1%

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