Retirement plan

APPARENTLY SO, INC. 401(K) PROFIT SHARING PLAN

Name: APPARENTLY SO, INC. - APPARENTLY SO, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: APPARENTLY SO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPARENTLY SO, INC. 401(K) PROFIT SHARING PLAN, APPARENTLY SO, INC.

APPARENTLY SO, INC.EIN 95-4640047Plan #002PY 2018

4450 W. LAKESIDE DRIVE, SUITE 302 - BURBANK, CA 91505818-526-4500LinkedIn1-10 employeesperforming arts

Other plans on this EIN

1 filing

#001Retirement-$963K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$192K

+16.9% from 2017

Total participants

+50.0% from 2017

Average account balance

$64,166

-22.1% from 2017

Annual return

-6.25%

-16.84 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$552K

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+17.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8797

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

$980 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.018%

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

$64,166

$158,852-59.6%

$121,220-47.1%

$135,380-52.6%

Participation rate

100.0%

79.3%+20.7pp

71.8%+28.2pp

82.6%+17.4pp

Annual return

-6.25%

-0.64%-5.6pp

16.94%-23.2pp

519.81%-526.1pp

Employer contribution / active EE

$9,810

$5,666+73.1%

$4,023+143.9%

$4,779+105.3%

Participant deferral / active EE

$9,250

$4,006+130.9%

$3,345+176.5%

$5,609+64.9%

Admin fee / account holder

$653

$6,515-90.0%

$5,021-87.0%

$10,828-94.0%

APPARENTLY SO, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPARENTLY SO, 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