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 (2022) 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 2022

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

Other plans on this EIN

1 filing

#001Retirement-$6.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.6M

-8.2% from 2021

Total participants

0.0% from 2021

Average account balance

$514,089

-8.2% from 2021

Annual return

-18.31%

-32.44 pp from 2021

Benchmarks

See 10,386 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,386 peers

Snapshot2022

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

$15K

$3063 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.596%

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

$514,089

$99,647+415.9%

$86,439+494.7%

$134,509+282.2%

Participation rate

100.0%

82.1%+17.9pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-18.31%

6784.13%-6802.4pp

4395.55%-4413.9pp

418.13%-436.4pp

Employer contribution / active EE

$32,300

$4,401+633.9%

$3,769+757.0%

$4,741+581.4%

Participant deferral / active EE

$24,400

$7,246+236.7%

$6,952+251.0%

$6,400+281.2%

Admin fee / account holder

$3,063

$8,373-63.4%

$6,732-54.5%

$11,427-73.2%

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