Retirement plan

JESUS J. MEJIA, CPA, A SOLE PROPRIETOR, PROFIT SHARING PLAN

Name: JESUS J. MEJIA, CPA, A SOLE PROPRIETOR - JESUS J. MEJIA, CPA, A SOLE PROPRIETOR, PROFIT SHARING PLAN (2019) Form 5500
Creator: JESUS J. MEJIA, CPA, A SOLE PROPRIETOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JESUS J. MEJIA, CPA, A SOLE PROPRIETOR, PROFIT SHARING PLAN, JESUS J. MEJIA, CPA, A SOLE PROPRIETOR

JESUS J. MEJIA, CPA, A SOLE PROPRIETOREIN 95-4027918Plan #002PY 2019

2440 S. HACIENDA BLVD., SUITE 222 - HACIENDA HEIGHTS, CA 91745626-369-8787

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.9M

+16.0% from 2018

Total participants

+11.1% from 2018

Average account balance

$191,647

+4.4% from 2018

Annual return

11.62%

+13.16 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.75M

Not enough data

1 years with asset history on file

Average account balance

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

$341K

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

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+25.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18840

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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$267 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.139%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$191,647

$157,304+21.8%

$141,197+35.7%

$152,909+25.3%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

11.62%

64.34%-52.7pp

71.41%-59.8pp

345.46%-333.8pp

Employer contribution / active EE

$1,601

$5,263-69.6%

$4,736-66.2%

$4,764-66.4%

Participant deferral / active EE

$5,580

$7,111-21.5%

$6,710-16.8%

$5,851-4.6%

Admin fee / account holder

$267

$12,126-97.8%

$10,265-97.4%

$11,601-97.7%

JESUS J. MEJIA, CPA, A SOLE PROPRIETOR, PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JESUS J. MEJIA, CPA, A SOLE PROPRIETOR, PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion