Retirement plan

JVN ENTERTAINMENT, INC. 401-K PROFIT SHARING PLAN

Name: JVN ENTERTAINMENT, INC. - JVN ENTERTAINMENT, INC. 401-K PROFIT SHARING PLAN (2023) Form 5500
Creator: JVN ENTERTAINMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JVN ENTERTAINMENT, INC. 401-K PROFIT SHARING PLAN, JVN ENTERTAINMENT, INC.

JVN ENTERTAINMENT, INC.dba C/O BILLS & STOLL, LLPEIN 82-3013155Plan #001PY 2023

16633 VENTURA BLVD., SUITE 815 - ENCINO, CA 91436818-479-7450

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$393K

+29.1% from 2022

Total participants

+9.1% from 2022

Average account balance

$32,709

+18.3% from 2022

Annual return

10.64%

+28.52 pp from 2022

Benchmarks

See 9,757 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,757 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$418K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

220.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

-7.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$336

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$668

$74 / participant

Other / not subdivided$668100.0%

% of EOY assets

0.170%

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

$32,709

$156,927-79.2%

$121,169-73.0%

$139,456-76.5%

Participation rate

100.0%

76.4%+23.6pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

10.64%

1475.85%-1465.2pp

986.71%-976.1pp

373.45%-362.8pp

Employer contribution / active EE

$1,396

$5,542-74.8%

$4,168-66.5%

$4,753-70.6%

Participant deferral / active EE

$4,912

$4,848+1.3%

$4,083+20.3%

$6,711-26.8%

Admin fee / account holder

$56

$6,946-99.2%

$5,645-99.0%

$11,407-99.5%

JVN ENTERTAINMENT, INC. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JVN ENTERTAINMENT, INC. 401-K 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