Retirement plan

AVI GILBERT, INC. PROFIT SHARING PLAN

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

AVI GILBERT, INC.EIN 83-0873946Plan #001PY 2023

C/O ALTMAN CPA, 20 CROSSWAYS PARK DRIVE N STE 412 - WOODBURY, NY 11797516-333-3352

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$152K

+129.0% from 2022

Total participants

0.0% from 2022

Average account balance

$75,819

+129.0% from 2022

Annual return

13.95%

+13.95 pp from 2022

Benchmarks

See 9,751 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,751 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$172K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27

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

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

$75,819

$156,963-51.7%

$121,204-37.4%

$139,466-45.6%

Participation rate

100.0%

76.5%+23.5pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

13.95%

1476.75%-1462.8pp

987.18%-973.2pp

373.66%-359.7pp

Employer contribution / active EE

$26,850

$5,544+384.3%

$4,170+543.9%

$4,754+464.8%

Participant deferral / active EE

$11,250

$4,848+132.0%

$4,083+175.5%

$6,712+67.6%

Admin fee / account holder

$6,953-100.0%

$5,651-100.0%

$11,409-100.0%

AVI GILBERT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AVI GILBERT, INC. PROFIT SHARING 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