Retirement plan

J.P. ORGANIZATION, INC. 401K PLAN

Name: J.P. ORGANIZATION, INC. - J.P. ORGANIZATION, INC. 401K PLAN (2018) 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 2018

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

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$96K

+40.0% from 2017

Total participants

0.0% from 2017

Average account balance

$47,970

+40.0% from 2017

Annual return

-15.77%

-18.65 pp from 2017

Benchmarks

See 8,369 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,369 peers

Snapshot2018

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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$47,970

$97,020-50.6%

$83,327-42.4%

$135,380-64.6%

Participation rate

100.0%

80.4%+19.6pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-15.77%

12.31%-28.1pp

10.64%-26.4pp

519.81%-535.6pp

Employer contribution / active EE

$5,800

$4,144+40.0%

$3,379+71.7%

$4,779+21.4%

Participant deferral / active EE

$13,300

$5,964+123.0%

$5,565+139.0%

$5,609+137.1%

Admin fee / account holder

$8,426-100.0%

$7,540-100.0%

$10,828-100.0%

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