Retirement plan

LEVY, SMALL & LALLAS 401(K) PROFIT SHARING PLAN

Name: LEVY, SMALL & LALLAS - LEVY, SMALL & LALLAS 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: LEVY, SMALL & LALLAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEVY, SMALL & LALLAS 401(K) PROFIT SHARING PLAN, LEVY, SMALL & LALLAS

LEVY, SMALL & LALLASEIN 95-3735184Plan #005PY 2020

815 MORAGA DRIVE - LOS ANGELES, CA 900491633310-471-3000lsl-la.comLinkedIn11-50 employeeslaw practice

Other plans on this EIN

1 filing

#004Retirement-$11.3M assets

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$4.2M

+20.6% from 2019

Total participants

+19.0% from 2019

Average account balance

$282,893

+4.6% from 2019

Annual return

15.82%

-6.07 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.09M

Not enough data

1 years with asset history on file

Average account balance

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

$435K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$181K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+20.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2R

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$282,893

$165,399+71.0%

$149,745+88.9%

$158,982+77.9%

Participation rate

58.3%

84.6%-26.2pp

82.5%-24.1pp

82.0%-23.6pp

Annual return

15.82%

348.34%-332.5pp

276.72%-260.9pp

302.99%-287.2pp

Employer contribution / active EE

$5,105-100.0%

$4,646-100.0%

$4,763-100.0%

Participant deferral / active EE

$7,075

$7,183-1.5%

$6,843+3.4%

$5,983+18.2%

Admin fee / account holder

$10,811-100.0%

$9,312-100.0%

$11,252-100.0%

LEVY, SMALL & LALLAS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LEVY, SMALL & LALLAS 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