Retirement plan

EAST LAWN AFFILIATES PROFIT SHARING PLAN

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

EAST LAWN, INC.EIN 94-0445970Plan #001PY 2023

4300 FOLSOM BLVD - SACRAMENTO, CA 958194401916-732-2000

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$12M

+18.7% from 2022

Total participants

159

+0.6% from 2022

Average account balance

$98,021

+0.2% from 2022

Annual return

15.85%

+29.35 pp from 2022

Benchmarks

See 1,918 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,918 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.26M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

160

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$279

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY6 years Service code 13 · EIN 42-0127290	Contract Administrator	$35,510
WILSHIRE ASSOCIATES INCORPORATED2 years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$36K

$248 / participant

Contract admin$36K100.0%

% of EOY assets

0.297%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MUN CPAS, LLP
Auditor EIN: 200276349
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,021

$58,292+68.2%

$86,640+13.1%

$71,511+37.1%

Participation rate

74.1%

65.0%+9.1pp

71.7%+2.4pp

67.9%+6.2pp

Annual return

15.85%

21.63%-5.8pp

592.52%-576.7pp

28.86%-13.0pp

Employer contribution / active EE

$3,712

$2,574+44.2%

$3,024+22.7%

$2,589+43.4%

Participant deferral / active EE

$3,861

$3,438+12.3%

$4,438-13.0%

$4,291-10.0%

Admin fee / account holder

$291

$1,057-72.5%

$5,616-94.8%

$1,588-81.7%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY6 years

Service code 13 · EIN 42-0127290

Contract Administrator

$35,510

WILSHIRE ASSOCIATES INCORPORATED2 years

Filed as: WILSHIRE ADVISORS LLC

Service code 27 · EIN 95-2755361

Advisory (Plan)

EAST LAWN AFFILIATES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAST LAWN AFFILIATES 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