Retirement plan

J.P. ORGANIZATION, INC. 401K PLAN

Name: J.P. ORGANIZATION, INC. - J.P. ORGANIZATION, INC. 401K PLAN (2016) Form 5500
Creator: J.P. ORGANIZATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.P. ORGANIZATION, INC. 401K PLAN, J.P. ORGANIZATION, INC.

J.P. ORGANIZATION, INC.EIN 95-3117455Plan #002PY 2016

21731 VENTURA BLVD. SUITE 300 - WOODLAND HILLS, CA 913641851818-592-2000LinkedIn1-10 employeesmotion pictures and film

Other plans on this EIN

1 filing

#001Retirement-$853K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$35K

No prior year

Total participants

No prior year

Average account balance

$17,500

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 7,787 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,787 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$110K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-7.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5724

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 codes2E2J3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$17,500

$96,558-81.9%

$80,977-78.4%

$273,972-93.6%

Participation rate

100.0%

79.1%+20.9pp

75.8%+24.2pp

83.0%+17.0pp

Annual return

0.00%

15.14%-15.1pp

17.11%-17.1pp

41.46%-41.5pp

Employer contribution / active EE

$4,538

$4,869-6.8%

$3,715+22.2%

$4,869-6.8%

Participant deferral / active EE

$12,963

$6,598+96.5%

$5,696+127.6%

$5,287+145.2%

Admin fee / account holder

$7,493-100.0%

$5,517-100.0%

$10,133-100.0%

J.P. ORGANIZATION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J.P. ORGANIZATION, INC. 401K 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