Retirement plan

WYKAGYL COUNTRY CLUB, INC. 401(K) PLAN

Name: WYKAGYL COUNTRY CLUB, INC. - WYKAGYL COUNTRY CLUB, INC. 401(K) PLAN (2024) Form 5500
Creator: WYKAGYL COUNTRY CLUB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYKAGYL COUNTRY CLUB, INC. 401(K) PLAN, WYKAGYL COUNTRY CLUB, INC.

WYKAGYL COUNTRY CLUB, INC.EIN 13-1737897Plan #003PY 2024

1195 NORTH AVE - NEW ROCHELLE, NY 108043215914-636-8700wykagylcc.orgLinkedIn11-50 employeessports

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+63.6% from 2023

Total participants

+48.1% from 2023

Average account balance

$96,663

+28.9% from 2023

Annual return

73.58%

+54.64 pp from 2023

Benchmarks

See 3,320 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort3,320 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.19M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

89.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$603K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+73.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24679

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$814K

$22011 / participant

Other / not subdivided$814K100.0%

% of EOY assets

25.531%

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

$96,663

$51,631+87.2%

$129,397-25.3%

$80,925+19.4%

Participation rate

81.1%

56.9%+24.1pp

69.6%+11.5pp

67.7%+13.4pp

Annual return

73.58%

20.77%+52.8pp

9453.98%-9380.4pp

35.65%+37.9pp

Employer contribution / active EE

$10,486

$1,583+562.4%

$4,154+152.4%

$2,756+280.4%

Participant deferral / active EE

$5,801

$2,670+117.3%

$4,167+39.2%

$4,299+34.9%

Admin fee / account holder

$24,679

$4,309+472.7%

$7,679+221.4%

$6,940+255.6%

WYKAGYL COUNTRY CLUB, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WYKAGYL COUNTRY CLUB, INC. 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