Retirement plan

MANFREDI OF GREENWICH LTD. PROFIT SHARING PLAN II

Name: MANFREDI OF GREENWICH LTD. - MANFREDI OF GREENWICH LTD. PROFIT SHARING PLAN II (2020) Form 5500
Creator: MANFREDI OF GREENWICH LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANFREDI OF GREENWICH LTD. PROFIT SHARING PLAN II, MANFREDI OF GREENWICH LTD.

MANFREDI OF GREENWICH LTD.EIN 06-1249202Plan #003PY 2020

121 GREENWICH AVENUE - GREENWICH, CT 06830203-622-1414LinkedIn1-10 employeesretail

Other plans on this EIN

2 filings

#001Retirement-$2.2M assets #002Retirement-$184K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$712K

+22.2% from 2019

Total participants

+14.3% from 2019

Average account balance

$44,485

-8.4% from 2019

Annual return

12.48%

-24.77 pp from 2019

Benchmarks

See 7,938 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,938 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

143.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$877

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 codes2E2F2H2J

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$313 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.660%

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

$44,485

$121,701-63.4%

$104,639-57.5%

$158,982-72.0%

Participation rate

100.0%

77.5%+22.5pp

74.1%+25.9pp

82.0%+18.0pp

Annual return

12.48%

465.72%-453.2pp

340.67%-328.2pp

302.99%-290.5pp

Employer contribution / active EE

$1,276

$3,165-59.7%

$2,682-52.4%

$4,763-73.2%

Participant deferral / active EE

$2,485

$4,176-40.5%

$3,738-33.5%

$5,983-58.5%

Admin fee / account holder

$294

$7,778-96.2%

$6,465-95.5%

$11,252-97.4%

MANFREDI OF GREENWICH LTD. PROFIT SHARING PLAN II

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANFREDI OF GREENWICH LTD. PROFIT SHARING PLAN II

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