Retirement plan

TAUBE INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Name: TAUBE INVESTMENTS INC. 401(K) PROFIT SHARING PLAN - TAUBE INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: TAUBE INVESTMENTS INC. 401(K) PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAUBE INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN, TAUBE INVESTMENTS INC. 401(K) PROFIT SHARING PLAN

TAUBE INVESTMENTS INC. 401(K) PROFIT SHARING PLANEIN 94-2166235Plan #004PY 2018

1050 RALSTON AVENUE - BELMONT, CA 94002650-592-3960

Other plans on this EIN

1 filing

#001Retirement-$2.8M assets

Prospect flagsHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$2.1M

+14.7% from 2017

Total participants

+20.0% from 2017

Average account balance

$429,476

-8.3% from 2017

Annual return

9.69%

-85.29 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.75M

Not enough data

1 years with asset history on file

Average account balance

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

$417K

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.

69.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11111

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 codes2E2H2J3D2F2R

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$429,476

$211,946+102.6%

$169,452+153.4%

$135,380+217.2%

Participation rate

83.3%

82.6%+0.7pp

77.8%+5.6pp

82.6%+0.7pp

Annual return

9.69%

3.26%+6.4pp

1.83%+7.9pp

519.81%-510.1pp

Employer contribution / active EE

$5,117-100.0%

$4,157-100.0%

$4,779-100.0%

Participant deferral / active EE

$15,517

$6,075+155.4%

$5,277+194.0%

$5,609+176.6%

Admin fee / account holder

$11,472-100.0%

$9,110-100.0%

$10,828-100.0%

TAUBE INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAUBE INVESTMENTS, 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