Retirement plan

KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN

Name: KATHRY M. CARTER - KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: KATHRY M. CARTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN, KATHRY M. CARTER

KATHRY M. CARTEREIN 95-4101426Plan #003PY 2024

3699 WILSHIRE BLVD STE 635 - LOS ANGELES, CA 900102743213-386-1000

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$10.7M

+40.6% from 2023

Total participants

0.0% from 2023

Average account balance

$5,329,095

+40.6% from 2023

Annual return

39.57%

-21.12 pp from 2023

Benchmarks

See 37,126 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,126 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.66M

Not enough data

1 years with asset history on file

Average account balance

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

$5.3M

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

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+39.57%

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 codes2E2J3D2R3B

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$5,329,095

$201,344+2546.8%

$184,243+2792.4%

$145,877+3553.1%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

39.57%

29.01%+10.6pp

28.82%+10.8pp

551.28%-511.7pp

Employer contribution / active EE

$22,925

$7,022+226.5%

$6,427+256.7%

$4,663+391.6%

Participant deferral / active EE

$15,250

$9,807+55.5%

$9,132+67.0%

$6,691+127.9%

Admin fee / account holder

$16,382-100.0%

$13,914-100.0%

$13,402-100.0%

KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KATHRYN M. CARTER 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