Retirement plan

BRIAN TYLER, INC. PROFIT SHARING PLAN

Name: BRIAN TYLER, INC. - BRIAN TYLER, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: BRIAN TYLER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIAN TYLER, INC. PROFIT SHARING PLAN, BRIAN TYLER, INC.

BRIAN TYLER, INC.EIN 95-4703397Plan #002PY 2016

10100 SANTA MONICA BOULEVARD, STE 650 - LOS ANGELES, CA 90067310-277-1900briantyler.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$956K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$274K

+21.1% from 2015

Total participants

+25.0% from 2015

Average account balance

$54,768

-3.1% from 2015

Annual return

5.14%

+4.86 pp from 2015

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$689K

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.34%

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 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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$54,768

$153,311-64.3%

$109,313-49.9%

$273,972-80.0%

Participation rate

100.0%

80.1%+19.9pp

71.3%+28.7pp

83.0%+17.0pp

Annual return

5.14%

29.86%-24.7pp

22.07%-16.9pp

41.46%-36.3pp

Employer contribution / active EE

$9,069

$5,619+61.4%

$3,892+133.0%

$4,869+86.3%

Participant deferral / active EE

$9,000

$3,932+128.9%

$3,166+184.2%

$5,287+70.2%

Admin fee / account holder

$8,076-100.0%

$5,666-100.0%

$10,133-100.0%

BRIAN TYLER, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRIAN TYLER, 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