Retirement plan

WEITZ BROTHERS PRODUCTIONS, INC. 401-K PROFIT SHARING PLAN

Name: WEITZ BROTHERS PRODUCTIONS, INC. - WEITZ BROTHERS PRODUCTIONS, INC. 401-K PROFIT SHARING PLAN (2024) Form 5500
Creator: WEITZ BROTHERS PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEITZ BROTHERS PRODUCTIONS, INC. 401-K PROFIT SHARING PLAN, WEITZ BROTHERS PRODUCTIONS, INC.

WEITZ BROTHERS PRODUCTIONS, INC.dba C/O BILLS & STOLL, LLPEIN 95-4585531Plan #001PY 2024

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$854K

+35.4% from 2023

Total participants

0.0% from 2023

Average account balance

$170,763

+35.4% from 2023

Annual return

12.18%

-2.94 pp from 2023

Benchmarks

See 12,306 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,306 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$854K

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+12.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$170,763

$108,922+56.8%

$100,398+70.1%

$145,978+17.0%

Participation rate

100.0%

83.0%+17.0pp

81.5%+18.5pp

80.3%+19.7pp

Annual return

12.18%

58.04%-45.9pp

49.32%-37.1pp

550.52%-538.3pp

Employer contribution / active EE

$11,886

$4,426+168.6%

$3,946+201.2%

$4,662+155.0%

Participant deferral / active EE

$17,378

$8,450+105.7%

$8,084+115.0%

$6,690+159.8%

Admin fee / account holder

$9,680-100.0%

$7,893-100.0%

$13,400-100.0%

WEITZ BROTHERS PRODUCTIONS, INC. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WEITZ BROTHERS PRODUCTIONS, 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