Retirement plan

R J INFO TECH, INC. 401(K) PROFIT SHARING PLAN

Name: R J INFO TECH, INC. C/O BILLS & STOLL, LLP - R J INFO TECH, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: R J INFO TECH, INC. C/O BILLS & STOLL, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R J INFO TECH, INC. 401(K) PROFIT SHARING PLAN, R J INFO TECH, INC. C/O BILLS & STOLL, LLP

R J INFO TECH, INC. C/O BILLS & STOLL, LLPdba C/O BILLS & STOLL, LLPEIN 95-4563308Plan #001PY 2022

16633 VENTURA BLVD., SUITE 815 - ENCINO, CA 91436818-479-7450

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+7.3% from 2021

Total participants

0.0% from 2021

Average account balance

$2,213,412

+7.3% from 2021

Annual return

5.86%

-13.92 pp from 2021

Benchmarks

See 8,947 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,947 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.19M

Not enough data

1 years with asset history on file

Average account balance

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

$2.1M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$100000

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$2,213,412

$152,597+1350.5%

$117,533+1783.2%

$134,532+1545.3%

Participation rate

100.0%

77.1%+22.9pp

70.6%+29.4pp

81.2%+18.8pp

Annual return

5.86%

53.04%-47.2pp

29.77%-23.9pp

418.27%-412.4pp

Employer contribution / active EE

$17,250

$5,576+209.4%

$4,179+312.8%

$4,741+263.8%

Participant deferral / active EE

$13,000

$4,821+169.7%

$4,072+219.2%

$6,401+103.1%

Admin fee / account holder

$7,007-100.0%

$5,647-100.0%

$11,429-100.0%

R J INFO TECH, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

R J INFO TECH, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion