Retirement plan

TIPHERETH, INC. 401(K) PROFIT SHARING PLAN

Name: TIPHERETH, INC. - TIPHERETH, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: TIPHERETH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIPHERETH, INC. 401(K) PROFIT SHARING PLAN, TIPHERETH, INC.

TIPHERETH, INC.EIN 95-4461903Plan #001PY 2023

P.O. BOX 778 - NEW YORK, NY 100130778212-485-5400

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$753K

+22.6% from 2019

Total participants

0.0% from 2019

Average account balance

$376,535

+22.6% from 2019

Annual return

49.23%

+40.34 pp from 2019

Benchmarks

See 9,757 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,757 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$521K

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

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+26.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1791

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 codes2E3D2J

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

$4K

$2101 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.558%

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

$376,535

$156,927+139.9%

$121,169+210.8%

$139,456+170.0%

Participation rate

100.0%

76.4%+23.6pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

49.23%

1475.85%-1426.6pp

986.71%-937.5pp

373.45%-324.2pp

Employer contribution / active EE

$27,919

$5,542+403.8%

$4,168+569.9%

$4,753+487.4%

Participant deferral / active EE

$15,000

$4,848+209.4%

$4,083+267.4%

$6,711+123.5%

Admin fee / account holder

$2,101

$6,946-69.8%

$5,645-62.8%

$11,407-81.6%

TIPHERETH, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIPHERETH, 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