Retirement plan

FATIMA SAEED SOLO 401K PLAN

Name: CREART STUDIOZ - FATIMA SAEED SOLO 401K PLAN (2024) Form 5500
Creator: CREART STUDIOZ
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FATIMA SAEED SOLO 401K PLAN, CREART STUDIOZ

CREART STUDIOZEIN 82-5210038Plan #001PY 2024

1427 228TH ST SE - BOTHELL, WA 980217407919-597-1409creartstudioz.comLinkedIn1-10 employeesperforming arts

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$169K

+96.8% from 2023

Total participants

+61.5% from 2023

Average account balance

$8,055

+21.8% from 2023

Annual return

13.74%

-9.40 pp from 2023

Benchmarks

See 10,342 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,342 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$169K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes3D2E2F2G2J

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$8,055

$109,908-92.7%

$97,161-91.7%

$145,978-94.5%

Participation rate

100.0%

75.9%+24.1pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

13.74%

243.80%-230.1pp

75.36%-61.6pp

550.52%-536.8pp

Employer contribution / active EE

$4,033

$3,077+31.0%

$2,723+48.1%

$4,662-13.5%

Participant deferral / active EE

$1,917

$4,679-59.0%

$4,265-55.1%

$6,690-71.3%

Admin fee / account holder

$6,213-100.0%

$5,647-100.0%

$13,400-100.0%

FATIMA SAEED SOLO 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FATIMA SAEED SOLO 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion