Retirement plan

BILLIOS PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN

Name: BILLIOS PRODUCTIONS, INC. - BILLIOS PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: BILLIOS PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILLIOS PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN, BILLIOS PRODUCTIONS, INC.

BILLIOS PRODUCTIONS, INC.EIN 95-4708732Plan #002PY 2021

C/O HARVEY ALTMAN AND CO., 20 CROSSWAYS PARK DRIVE, N. SUITE 4 - WOODBURY, NY 11797516-333-3352LinkedIn1-10 employeesveterinary

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$427K

+17.2% from 2020

Total participants

0.0% from 2020

Average account balance

$142,466

+17.2% from 2020

Annual return

-0.30%

-4.08 pp from 2020

Benchmarks

See 8,066 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,066 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$413K

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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

+8.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9746

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$142,466

$185,225-23.1%

$142,898-0.3%

$167,536-15.0%

Participation rate

100.0%

78.5%+21.5pp

72.0%+28.0pp

82.1%+17.9pp

Annual return

-0.30%

8558.12%-8558.4pp

5639.64%-5639.9pp

478.82%-479.1pp

Employer contribution / active EE

$9,195

$5,607+64.0%

$4,146+121.8%

$4,839+90.0%

Participant deferral / active EE

$22,750

$4,496+406.0%

$3,838+492.7%

$6,342+258.7%

Admin fee / account holder

$8,032-100.0%

$6,560-100.0%

$12,315-100.0%

BILLIOS PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BILLIOS PRODUCTIONS, INC. 401(K) 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