Retirement plan

TWELVE TONE PRODUCTIONS, INC. 401(K) PLAN

Name: TWELVE TONE PRODUCTIONS, INC. - TWELVE TONE PRODUCTIONS, INC. 401(K) PLAN (2023) Form 5500
Creator: TWELVE TONE PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TWELVE TONE PRODUCTIONS, INC. 401(K) PLAN, TWELVE TONE PRODUCTIONS, INC.

TWELVE TONE PRODUCTIONS, INC.EIN 95-4808174Plan #002PY 2023

PO BOX 36356 - LOS ANGELES, CA 90036323-633-3853twelvetoneproductions.comLinkedIn11-50 employeesentertainment

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$941K

+28.1% from 2022

Total participants

0.0% from 2022

Average account balance

$313,684

+28.1% from 2022

Annual return

6.04%

+22.67 pp from 2022

Benchmarks

See 11,274 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort11,274 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$433K

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

$147K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

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

+22.41%

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

2 tripped

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

$313,684

$105,158+198.3%

$94,672+231.3%

$139,487+124.9%

Participation rate

100.0%

82.4%+17.6pp

80.8%+19.2pp

80.3%+19.7pp

Annual return

6.04%

38.11%-32.1pp

156.89%-150.8pp

373.84%-367.8pp

Employer contribution / active EE

$29,083

$4,107+608.1%

$3,673+691.8%

$4,755+511.7%

Participant deferral / active EE

$25,000

$7,599+229.0%

$7,417+237.0%

$6,713+272.4%

Admin fee / account holder

$8,972-100.0%

$7,222-100.0%

$11,407-100.0%

TWELVE TONE PRODUCTIONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TWELVE TONE PRODUCTIONS, INC. 401(K) 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