Retirement plan

MORRIS YORN BARNES & LEVINE, APC 401K PROFIT SHARING PLAN

Name: MORRIS YORN BARNES & LEVINE A PROFESSIONAL CORPORATION - MORRIS YORN BARNES & LEVINE, APC 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: MORRIS YORN BARNES & LEVINE A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORRIS YORN BARNES & LEVINE, APC 401K PROFIT SHARING PLAN, MORRIS YORN BARNES & LEVINE A PROFESSIONAL CORPORATION

MORRIS YORN BARNES & LEVINE A PROFESSIONAL CORPORATIONEIN 95-4553290Plan #001PY 2018

2000 AVENUE OF THE STARS, 3RD FLOOR - LOS ANGELES, CA 90067310-319-3900

Other plans on this EIN

2 filings

#002Retirement-$10.1M assets #003Retirement-$244K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.9M

+13.3% from 2017

Total participants

+18.2% from 2017

Average account balance

$71,101

-3.5% from 2017

Annual return

-4.32%

-17.80 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.17M

Not enough data

1 years with asset history on file

Average account balance

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

$312K

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.

152.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+18.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21719

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 codes2E2F2G2J3D

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$176 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.413%

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

$71,101

$77,817-8.6%

$123,553-42.5%

$64,173+10.8%

Participation rate

44.4%

74.7%-30.3pp

82.3%-37.9pp

69.6%-25.1pp

Annual return

-4.32%

12.49%-16.8pp

119.21%-123.5pp

7.63%-12.0pp

Employer contribution / active EE

$2,461

$3,014-18.3%

$4,628-46.8%

$2,381+3.4%

Participant deferral / active EE

$4,197

$5,240-19.9%

$6,426-34.7%

$3,470+21.0%

Admin fee / account holder

$294

$5,519-94.7%

$9,284-96.8%

$4,887-94.0%

MORRIS YORN BARNES & LEVINE, APC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORRIS YORN BARNES & LEVINE, APC 401K 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