Retirement plan

NATALIE CHAIDEZ, INC. PROFIT SHARING PLAN

Name: NATALIE CHAIDEZ, INC. - NATALIE CHAIDEZ, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: NATALIE CHAIDEZ, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATALIE CHAIDEZ, INC. PROFIT SHARING PLAN, NATALIE CHAIDEZ, INC.

NATALIE CHAIDEZ, INC.EIN 95-4669354Plan #001PY 2024

737 NORTH ADAMS STREET - GLENDALE, CA 91206626-487-8236

Other plans on this EIN

1 filing

#003Retirement-$2.5M assets

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$705K

+16.2% from 2023

Total participants

0.0% from 2023

Average account balance

$705,406

+16.2% from 2023

Annual return

7.75%

-6.23 pp from 2023

Benchmarks

See 10,254 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,254 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$705K

Not enough data

1 years with asset history on file

Average account balance

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

$705K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+7.75%

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 codes2E2F2G2J3D

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).
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$705,406

$169,237+316.8%

$129,339+445.4%

$145,978+383.2%

Participation rate

50.0%

76.5%-26.5pp

69.6%-19.6pp

80.3%-30.3pp

Annual return

7.75%

14364.43%-14356.7pp

9437.05%-9429.3pp

550.52%-542.8pp

Employer contribution / active EE

$10,350

$5,540+86.8%

$4,154+149.1%

$4,662+122.0%

Participant deferral / active EE

$15,250

$4,991+205.5%

$4,170+265.7%

$6,690+128.0%

Admin fee / account holder

$9,882-100.0%

$7,668-100.0%

$13,400-100.0%

NATALIE CHAIDEZ, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATALIE CHAIDEZ, INC. 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