Retirement plan

WYKAGYL COUNTRY CLUB, INC. 401(K) PLAN

Name: WYKAGYL COUNTRY CLUB, INC. - WYKAGYL COUNTRY CLUB, INC. 401(K) PLAN (2023) 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 2023

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

Other plans on this EIN

1 filing

#002Retirement-$3.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+40.6% from 2022

Total participants

+58.8% from 2022

Average account balance

$74,992

-40.5% from 2022

Annual return

18.93%

+37.93 pp from 2022

Benchmarks

See 9,748 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,748 peers

Snapshot2023

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

$96K

$6399 / participant

Other / not subdivided$96K100.0%

% of EOY assets

4.923%

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

$74,992

$156,970-52.2%

$121,210-38.1%

$139,487-46.2%

Participation rate

93.3%

76.5%+16.9pp

69.5%+23.8pp

80.3%+13.0pp

Annual return

18.93%

1477.10%-1458.2pp

987.41%-968.5pp

373.84%-354.9pp

Employer contribution / active EE

$11,519

$5,546+107.7%

$4,171+176.2%

$4,755+142.3%

Participant deferral / active EE

$14,178

$4,849+192.4%

$4,084+247.2%

$6,713+111.2%

Admin fee / account holder

$3,692

$6,947-46.9%

$5,647-34.6%

$11,407-67.6%

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