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 (2020) 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 2020

14139 VALLEY VISTA BLVD. - SHERMAN OAKS, CA 91423818-728-9664

Other plans on this EIN

1 filing

#001Retirement-$7.0M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+25.3% from 2019

Total participants

0.0% from 2019

Average account balance

$444,367

+25.3% from 2019

Annual return

8.92%

-7.17 pp from 2019

Benchmarks

See 9,165 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,165 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.40M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$327K

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

+15.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6832

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

$10K

$1989 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.448%

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

$444,367

$115,911+283.4%

$100,530+342.0%

$158,950+179.6%

Participation rate

100.0%

81.6%+18.4pp

79.4%+20.6pp

82.0%+18.0pp

Annual return

8.92%

34.80%-25.9pp

30.89%-22.0pp

302.91%-294.0pp

Employer contribution / active EE

$34,700

$4,104+745.5%

$3,418+915.2%

$4,762+628.7%

Participant deferral / active EE

$23,400

$6,676+250.5%

$6,271+273.2%

$5,983+291.1%

Admin fee / account holder

$1,989

$10,999-81.9%

$8,083-75.4%

$11,248-82.3%

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