Retirement plan

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

Name: PASSLINE PICTURES, INC. - PASSLINE PICTURES, INC. 401(K) PROFIT SHARING PLAN (2019) 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 2019

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

Other plans on this EIN

1 filing

#001Retirement-$4.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$760K

+46.0% from 2018

Total participants

0.0% from 2018

Average account balance

$151,989

+46.0% from 2018

Annual return

20.08%

+27.06 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$380 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.250%

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

$151,989

$176,688-14.0%

$130,660+16.3%

$152,909-0.6%

Participation rate

100.0%

79.0%+21.0pp

71.7%+28.3pp

82.5%+17.5pp

Annual return

20.08%

2693.08%-2673.0pp

1709.29%-1689.2pp

345.46%-325.4pp

Employer contribution / active EE

$5,616

$5,743-2.2%

$4,092+37.2%

$4,764+17.9%

Participant deferral / active EE

$21,400

$4,362+390.6%

$3,603+493.9%

$5,851+265.7%

Admin fee / account holder

$380

$7,131-94.7%

$5,463-93.0%

$11,601-96.7%

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