Retirement plan

JAPANGELES LLC 401(K) PLAN

Name: JAPANGELES LLC - JAPANGELES LLC 401(K) PLAN (2024) Form 5500
Creator: JAPANGELES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAPANGELES LLC 401(K) PLAN, JAPANGELES LLC

JAPANGELES LLCEIN 83-3358358Plan #001PY 2024

141 JAPANESE VILLAGE PLAZA - LOS ANGELES, CA 90012310-619-0218japangeles.comLinkedIn1-10 employeesapparel & fashion

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$245K

+20.6% from 2023

Total participants

0.0% from 2023

Average account balance

$61,277

+20.6% from 2023

Annual return

16.44%

+1.76 pp from 2023

Benchmarks

See 22,321 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,321 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$245K

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.44%

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 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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$61,277

$111,785-45.2%

$93,669-34.6%

$145,877-58.0%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

16.44%

203.79%-187.3pp

133.59%-117.2pp

551.28%-534.8pp

Employer contribution / active EE

$2,106

$3,096-32.0%

$2,424-13.1%

$4,663-54.8%

Participant deferral / active EE

$4,919-100.0%

$4,416-100.0%

$6,691-100.0%

Admin fee / account holder

$10,256-100.0%

$8,291-100.0%

$13,402-100.0%

JAPANGELES LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JAPANGELES LLC 401(K) 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