Retirement plan

REGAN DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

Name: REGAN DISTRIBUTORS, INC. - REGAN DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: REGAN DISTRIBUTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGAN DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN, REGAN DISTRIBUTORS, INC.

REGAN DISTRIBUTORS, INC.EIN 95-1841451Plan #002PY 2015

1800 E. GARRY STREET, SUITE 106 - SANTA ANA, CA 92705949-261-6262LinkedIn1-10 employeescomputer software

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$648K

No prior year

Total participants

No prior year

Average account balance

$64,842

No prior year

Annual return

0.17%

No prior year

Benchmarks

See 18,780 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,780 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+6.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7504

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 codes2E2J

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.

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

$64,842

$113,941-43.1%

$94,229-31.2%

$125,389-48.3%

Participation rate

100.0%

82.9%+17.1pp

78.8%+21.2pp

83.2%+16.8pp

Annual return

0.17%

5.29%-5.1pp

10.68%-10.5pp

282.24%-282.1pp

Employer contribution / active EE

$800

$4,727-83.1%

$3,587-77.7%

$4,866-83.6%

Participant deferral / active EE

$6,625

$5,179+27.9%

$4,320+53.3%

$5,352+23.8%

Admin fee / account holder

$8,392-100.0%

$6,269-100.0%

$9,541-100.0%

REGAN DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

REGAN DISTRIBUTORS, 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