Retirement plan

JOHNSONS BOWLING ACADEMY INC 401K PROFIT SHARING PLAN

Name: JOHNSONS BOWLING ACADEMY INC - JOHNSONS BOWLING ACADEMY INC 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: JOHNSONS BOWLING ACADEMY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSONS BOWLING ACADEMY INC 401K PROFIT SHARING PLAN, JOHNSONS BOWLING ACADEMY INC

JOHNSONS BOWLING ACADEMY INCEIN 06-0761117Plan #001PY 2024

2100 DIXWELL AVE - HAMDEN, CT 06514203-248-1563

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$74K

+16.3% from 2023

Total participants

0.0% from 2023

Average account balance

$36,785

+16.3% from 2023

Annual return

10.67%

-4.92 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

$74K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$150

$75 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.204%

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

$36,785

$169,336-78.3%

$129,384-71.6%

$145,884-74.8%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

10.67%

14408.70%-14398.0pp

9461.77%-9451.1pp

551.85%-541.2pp

Employer contribution / active EE

$5,540-100.0%

$4,153-100.0%

$4,662-100.0%

Participant deferral / active EE

$1,777

$4,985-64.4%

$4,166-57.3%

$6,690-73.4%

Admin fee / account holder

$75

$9,912-99.2%

$7,686-99.0%

$13,392-99.4%

JOHNSONS BOWLING ACADEMY INC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSONS BOWLING ACADEMY INC 401K 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