Profile
Dietz, Gilmor & Chazen, APC 401(K) Plan in San Diego, CA is in San Diego, CA, its EIN is 330753967, its industry group is Legal Services, its plan administrator is Avery G. Chazen, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 541110, has 100 to 499 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, yield on beginning-of-plan-year total assets, and diversity of asset types (5 total), is worse than the overall participant averages in each of net income per total participant, employer contributions per active participant, and total administrative expense per participant, and is higher than the overall administrative medians in each of professional fees, total administrative expenses, and total administrative expense ratio.
Numeric values:
- total assets at beginning of plan year ($8,008,164)
- total assets ($6,548,335)
- net assets (assets minus liabilities) ($6.50M)
- value of interest in registered investment companies (e.g., mutual funds) ($6.40M)
- total expenses ($722,436)
- total contributions ($633,531)
- cash contributions from participants ($594,880)
- participant loans ($120,867)
- average account balance ($58,467)
- professional fees ($37,273)
- total administrative expenses ($37,273)
- total noninterest-bearing cash ($6,651)
- average employer+participant cash contribution per active participant ($6,397)
- average participant cash contribution per active participant ($6,397)
- total administrative expense per participant ($332.79)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- cash contributions from employers ($0)
- corrective distributions ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- average employer cash contribution per active participant ($0.00)
- net income per total participant (-$13,034)
- total income (-$737,393)
- earnings on investments (-$1,370,924)
- net earnings on investments (-$1,370,924)
- net income (-$1,459,829)
- percentage of active participants (83.0%)
- diversity of asset types (3.1%)
- participant loans as a percentage of plan assets (1.85%)
- total administrative expense ratio (0.570%)
- total cash as a percentage of plan assets (0.10%)
- employer securities as a percentage of plan assets (0.00%)
- yield on beginning-of-plan-year total assets (-17.12%)
- growth in total assets during the plan year (-18.2%)
- active participants (93)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (112)
- other retired or separated participants entitled to future benefits (18)
- retired or separated participants receiving benefits (1)
- total participants (112)