Retirement plan

PANTAGES & ASSOCIATES, INC. RETIREMENT PLAN

Name: PANTAGES & ASSOCIATES, INC. - PANTAGES & ASSOCIATES, INC. RETIREMENT PLAN (2022) Form 5500
Creator: PANTAGES & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PANTAGES & ASSOCIATES, INC. RETIREMENT PLAN, PANTAGES & ASSOCIATES, INC.

PANTAGES & ASSOCIATES, INC.EIN 95-4858220Plan #001PY 2022

1370 VALLEY VISTA DR. SUITE 268 - DIAMOND BAR, CA 91765909-444-2060

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$311K

+1.7% from 2021

Total participants

0.0% from 2021

Average account balance

$62,176

+1.7% from 2021

Annual return

-18.20%

-34.75 pp from 2021

Benchmarks

See 23,471 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,471 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$438K

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+50.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$153

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$62,176

$142,361-56.3%

$119,608-48.0%

$134,509-53.8%

Participation rate

100.0%

82.8%+17.2pp

79.3%+20.7pp

81.2%+18.8pp

Annual return

-18.20%

-12.46%-5.7pp

-14.98%-3.2pp

418.13%-436.3pp

Employer contribution / active EE

$4,623

$5,224-11.5%

$4,232+9.2%

$4,741-2.5%

Participant deferral / active EE

$10,589

$6,468+63.7%

$5,601+89.0%

$6,400+65.4%

Admin fee / account holder

$13,588-100.0%

$10,326-100.0%

$11,427-100.0%

PANTAGES & ASSOCIATES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PANTAGES & ASSOCIATES, INC. RETIREMENT 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