Retirement plan

BEHNAM SOROUDI PROFIT SHARING PLAN

Name: BEHNAM SOROUDI - BEHNAM SOROUDI PROFIT SHARING PLAN (2020) Form 5500
Creator: BEHNAM SOROUDI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEHNAM SOROUDI PROFIT SHARING PLAN, BEHNAM SOROUDI

BEHNAM SOROUDIEIN 95-4836621Plan #002PY 2020

P.O. BOX 17119 - BEVERLY HILLS, CA 90209310-273-2228

Other plans on this EIN

1 filing

#001Retirement-$3.0M assets

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$5.8M

+30.1% from 2019

Total participants

0.0% from 2019

Average account balance

$1,156,288

+30.1% from 2019

Annual return

27.96%

+15.45 pp from 2019

Benchmarks

See 16,008 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,008 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.82M

Not enough data

1 years with asset history on file

Average account balance

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

$2.0M

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

$201K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+23.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$25

$5 / participant

Other / not subdivided$25100.0%

% of EOY assets

0.000%

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

$1,156,288

$228,317+406.4%

$185,808+522.3%

$158,931+627.5%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

27.96%

40.81%-12.8pp

35.95%-8.0pp

302.86%-274.9pp

Employer contribution / active EE

$2,346

$4,964-52.7%

$4,086-42.6%

$4,761-50.7%

Participant deferral / active EE

$16,900

$6,415+163.5%

$5,632+200.1%

$5,982+182.5%

Admin fee / account holder

$11,865-100.0%

$9,501-99.9%

$11,247-100.0%

BEHNAM SOROUDI PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEHNAM SOROUDI 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