Retirement plan

PASSLINE PICTURES, INC. 401(K) PROFIT SHARING PLAN

Name: PASSLINE PICTURES, INC. - PASSLINE PICTURES, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: PASSLINE PICTURES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PASSLINE PICTURES, INC. 401(K) PROFIT SHARING PLAN, PASSLINE PICTURES, INC.

PASSLINE PICTURES, INC.EIN 95-4586684Plan #002PY 2017

C/O MONTGOMERY, GLICK COMPANY, 23801 CALABASAS ROAD, SUITE 103 - CALABASAS, CA 91302818-999-6967

Other plans on this EIN

1 filing

#001Retirement-$3.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$422K

+56.9% from 2016

Total participants

0.0% from 2016

Average account balance

$84,346

+56.9% from 2016

Annual return

9.34%

-5.39 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$608

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$228 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.270%

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

$84,346

$165,939-49.2%

$122,354-31.1%

$147,586-42.8%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

9.34%

34.56%-25.2pp

30.28%-20.9pp

578.59%-569.3pp

Employer contribution / active EE

$5,160

$5,754-10.3%

$4,051+27.4%

$4,876+5.8%

Participant deferral / active EE

$20,400

$4,005+409.3%

$3,287+520.6%

$5,439+275.1%

Admin fee / account holder

$228

$7,425-96.9%

$5,479-95.8%

$10,886-97.9%

PASSLINE PICTURES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PASSLINE PICTURES, 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