Retirement plan

GARY GOETZMAN PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: GARY GOETZMAN PRODUCTIONS, INC. - GARY GOETZMAN PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: GARY GOETZMAN PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARY GOETZMAN PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, GARY GOETZMAN PRODUCTIONS, INC.

GARY GOETZMAN PRODUCTIONS, INC.EIN 95-4365112Plan #002PY 2024

14139 VALLEY VISTA BLVD. - SHERMAN OAKS, CA 91423415-517-6849

Other plans on this EIN

1 filing

#001Retirement-$8.4M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+29.8% from 2023

Total participants

0.0% from 2023

Average account balance

$880,700

+29.8% from 2023

Annual return

20.27%

+0.51 pp from 2023

Benchmarks

See 12,288 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,288 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.40M

Not enough data

1 years with asset history on file

Average account balance

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

$881K

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

$324K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$65K

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

+20.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4693

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$23K

$4693 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.533%

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

$880,700

$108,897+708.7%

$100,378+777.4%

$145,877+503.7%

Participation rate

100.0%

83.0%+17.0pp

81.5%+18.5pp

80.3%+19.7pp

Annual return

20.27%

58.17%-37.9pp

49.41%-29.1pp

551.28%-531.0pp

Employer contribution / active EE

$37,284

$4,420+743.5%

$3,942+845.8%

$4,663+699.6%

Participant deferral / active EE

$27,500

$8,455+225.3%

$8,087+240.0%

$6,691+311.0%

Admin fee / account holder

$4,693

$9,690-51.6%

$7,899-40.6%

$13,402-65.0%

GARY GOETZMAN PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GARY GOETZMAN PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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