Retirement plan

11TH NORTHWEST, INC. 401-K PROFIT SHARING PLAN

Name: 11TH NORTHWEST, INC. - 11TH NORTHWEST, INC. 401-K PROFIT SHARING PLAN (2024) Form 5500
Creator: 11TH NORTHWEST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 11TH NORTHWEST, INC. 401-K PROFIT SHARING PLAN, 11TH NORTHWEST, INC.

11TH NORTHWEST, INC.EIN 87-4236713Plan #001PY 2024

C/O CERES FINANCIAL MANAGEMENT, LLC, 5301 BEETHOVEN STREET, SUITE 134 - LOS ANGELES, CA 90066310-566-6915

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$332K

+68.9% from 2023

Total participants

0.0% from 2023

Average account balance

$110,677

+68.9% from 2023

Annual return

18.26%

+9.12 pp from 2023

Benchmarks

See 10,226 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,226 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$332K

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+18.26%

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 codes2E2G2J2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$110,677

$169,336-34.6%

$129,384-14.5%

$145,884-24.1%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

18.26%

14408.70%-14390.4pp

9461.77%-9443.5pp

551.85%-533.6pp

Employer contribution / active EE

$17,833

$5,540+221.9%

$4,153+329.4%

$4,662+282.5%

Participant deferral / active EE

$15,333

$4,985+207.6%

$4,166+268.1%

$6,690+129.2%

Admin fee / account holder

$9,912-100.0%

$7,686-100.0%

$13,392-100.0%

11TH NORTHWEST, INC. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

11TH NORTHWEST, INC. 401-K 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