Retirement plan

MAUREEN'S KITCHEN 401(K) PLAN

Name: MAUREENS KITCHEN INC - MAUREEN'S KITCHEN 401(K) PLAN (2024) Form 5500
Creator: MAUREENS KITCHEN INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAUREEN'S KITCHEN 401(K) PLAN, MAUREENS KITCHEN INC

MAUREENS KITCHEN INCEIN 11-3003717Plan #001PY 2024

108 TERRY RD - SMITHTOWN, NY 117873834631-360-9227LinkedIn1-10 employeesrestaurants

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.6M

+18.9% from 2023

Total participants

+4.2% from 2023

Average account balance

$78,462

+18.9% from 2023

Annual return

10.22%

-5.75 pp from 2023

Benchmarks

See 6,863 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort6,863 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.57M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

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

+10.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$171

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$137 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.218%

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

$78,462

$29,736+163.9%

$56,033+40.0%

$80,935-3.1%

Participation rate

80.0%

41.7%+38.3pp

52.5%+27.5pp

67.7%+12.3pp

Annual return

10.22%

35.28%-25.1pp

1711.38%-1701.2pp

35.66%-25.4pp

Employer contribution / active EE

$1,392

$671+107.4%

$1,041+33.8%

$2,757-49.5%

Participant deferral / active EE

$3,335

$1,228+171.5%

$1,954+70.7%

$4,299-22.4%

Admin fee / account holder

$171

$2,434-93.0%

$2,827-93.9%

$6,924-97.5%

MAUREEN'S KITCHEN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAUREEN'S KITCHEN 401(K) 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