Retirement plan

THE STORY SO FAR PRODUCTIONS, INC. PROFIT SHARING PLAN

Name: THE STORY SO FAR PRODUCTIONS, INC. - THE STORY SO FAR PRODUCTIONS, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: THE STORY SO FAR PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE STORY SO FAR PRODUCTIONS, INC. PROFIT SHARING PLAN, THE STORY SO FAR PRODUCTIONS, INC.

THE STORY SO FAR PRODUCTIONS, INC.EIN 95-4637749Plan #001PY 2024

5757 RANCHITO AVENUE - SHERMAN OAKS, CA 91401818-989-9799

Other plans on this EIN

1 filing

#002Retirement-$4.7M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+13.4% from 2023

Total participants

0.0% from 2023

Average account balance

$1,106,862

+13.4% from 2023

Annual return

13.44%

+3.80 pp from 2023

Benchmarks

See 12,265 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,265 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

+13.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6647

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 codes2E2F2J2R3D

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).
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$13K

$6647 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.601%

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

$1,106,862

$108,942+916.0%

$100,415+1002.3%

$145,897+658.7%

Participation rate

100.0%

83.0%+17.0pp

81.5%+18.5pp

80.3%+19.7pp

Annual return

13.44%

58.27%-44.8pp

49.47%-36.0pp

552.29%-538.9pp

Employer contribution / active EE

$4,422-100.0%

$3,943-100.0%

$4,663-100.0%

Participant deferral / active EE

$8,461-100.0%

$8,091-100.0%

$6,689-100.0%

Admin fee / account holder

$6,647

$9,702-31.5%

$7,906-15.9%

$13,390-50.4%

THE STORY SO FAR PRODUCTIONS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE STORY SO FAR PRODUCTIONS, INC. 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