Retirement plan

AMITY HOSIERY CO INC 401K PROFIT SHARING PLAN AND TRUST

Name: AMITY HOSIERY CO INC - AMITY HOSIERY CO INC 401K PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: AMITY HOSIERY CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMITY HOSIERY CO INC 401K PROFIT SHARING PLAN AND TRUST, AMITY HOSIERY CO INC

AMITY HOSIERY CO INCEIN 11-2391922Plan #001PY 2019

107 5TH AVENUE - GARDEN CITY PARK, NY 11040513-741-2606amityhosiery.comLinkedIn1-10 employeesapparel & fashion

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$311K

+33.8% from 2017

Total participants

0.0% from 2017

Average account balance

$23,938

+33.8% from 2017

Annual return

12.73%

+5.52 pp from 2017

Benchmarks

See 3,427 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,427 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$710K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$878

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

$64

$6 / participant

Other / not subdivided$64100.0%

% of EOY assets

0.021%

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

$23,938

$104,520-77.1%

$76,823-68.8%

$152,885-84.3%

Participation rate

100.0%

76.6%+23.4pp

72.1%+27.9pp

82.5%+17.5pp

Annual return

12.73%

1014.03%-1001.3pp

1166.42%-1153.7pp

345.39%-332.7pp

Employer contribution / active EE

$3,117-100.0%

$2,302-100.0%

$4,763-100.0%

Participant deferral / active EE

$3,031

$4,236-28.4%

$3,336-9.1%

$5,851-48.2%

Admin fee / account holder

$12,283-100.0%

$6,422-99.9%

$11,598-100.0%

AMITY HOSIERY CO INC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMITY HOSIERY CO INC 401K PROFIT SHARING PLAN AND TRUST

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