Retirement plan

DIAMOND HEAD THEATRE 403(B) PLAN

Name: DIAMOND HEAD THEATRE - DIAMOND HEAD THEATRE 403(B) PLAN (2024) Form 5500
Creator: DIAMOND HEAD THEATRE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIAMOND HEAD THEATRE 403(B) PLAN, DIAMOND HEAD THEATRE

DIAMOND HEAD THEATREEIN 99-0073495Plan #001PY 2024

520 MAKAPUU AVENUE - HONOLULU, HI 96816808-733-0277diamondheadtheatre.comLinkedIn11-50 employeesperforming arts

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$380K

+38.5% from 2023

Total participants

-7.1% from 2023

Average account balance

$29,242

+49.2% from 2023

Annual return

19.72%

+96.80 pp from 2023

Benchmarks

See 10,226 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,226 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$380K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+19.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$149

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 codes2E2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$149 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.508%

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

$29,242

$169,336-82.7%

$129,384-77.4%

$145,884-80.0%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

19.72%

14408.70%-14389.0pp

9461.77%-9442.1pp

551.85%-532.1pp

Employer contribution / active EE

$1,507

$5,540-72.8%

$4,153-63.7%

$4,662-67.7%

Participant deferral / active EE

$2,606

$4,985-47.7%

$4,166-37.4%

$6,690-61.0%

Admin fee / account holder

$149

$9,912-98.5%

$7,686-98.1%

$13,392-98.9%

DIAMOND HEAD THEATRE 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIAMOND HEAD THEATRE 403(B) 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