Retirement plan

ATA-BOY, INC. 401(K) PROFIT SHARING PLAN

Name: ATA-BOY, INC. - ATA-BOY, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ATA-BOY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATA-BOY, INC. 401(K) PROFIT SHARING PLAN, ATA-BOY, INC.

ATA-BOY, INC.EIN 95-4202564Plan #002PY 2016

3171 LOS FELIZ BLVD #205 - LOS ANGELES, CA 90039323-644-0117ata-boy.comLinkedIn1-10 employeeswholesale

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$22K

No prior year

Total participants

No prior year

Average account balance

$3,641

No prior year

Annual return

48.87%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$883K

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8401

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 codes2E2G2F2J3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$120

$20 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.549%

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

$3,641

$90,486-96.0%

$78,676-95.4%

$273,972-98.7%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

48.87%

75.62%-26.8pp

62.19%-13.3pp

41.46%+7.4pp

Employer contribution / active EE

$1,965

$3,175-38.1%

$2,850-31.0%

$4,869-59.6%

Participant deferral / active EE

$1,500

$3,901-61.6%

$3,517-57.3%

$5,287-71.6%

Admin fee / account holder

$20

$5,263-99.6%

$4,510-99.6%

$10,133-99.8%

ATA-BOY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATA-BOY, INC. 401(K) 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