Retirement plan

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

Name: LEVY, SMALL & LALLAS - LEVY, SMALL & LALLAS 401(K) PROFIT SHARING PLAN (2022) 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 2022

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

Other plans on this EIN

1 filing

#004Retirement-$9.6M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$4.3M

-11.5% from 2021

Total participants

+19.0% from 2021

Average account balance

$186,691

-23.1% from 2021

Annual return

-13.99%

-27.68 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant 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

$186,691

$138,114+35.2%

$125,391+48.9%

$134,545+38.8%

Participation rate

88.9%

84.5%+4.4pp

82.4%+6.5pp

81.2%+7.7pp

Annual return

-13.99%

750.88%-764.9pp

572.41%-586.4pp

418.37%-432.4pp

Employer contribution / active EE

$5,246-100.0%

$4,816-100.0%

$4,742-100.0%

Participant deferral / active EE

$6,684

$7,801-14.3%

$7,448-10.3%

$6,401+4.4%

Admin fee / account holder

$11,570-100.0%

$10,009-100.0%

$11,431-100.0%

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