Retirement plan

ANN-MORRIS ANTIQUES, INC. 401K PROFIT SHARING PLAN

Name: ANN-MORRIS ANTIQUES, INC. - ANN-MORRIS ANTIQUES, INC. 401K PROFIT SHARING PLAN (2020) Form 5500
Creator: ANN-MORRIS ANTIQUES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANN-MORRIS ANTIQUES, INC. 401K PROFIT SHARING PLAN, ANN-MORRIS ANTIQUES, INC.

ANN-MORRIS ANTIQUES, INC.EIN 13-2994144Plan #002PY 2020

239 EAST 60TH STREET-STOREFRONT - NEW YORK, NY 10022212-755-3308

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.4M

+15.6% from 2019

Total participants

+8.3% from 2019

Average account balance

$194,783

+15.6% from 2019

Annual return

15.78%

-1.59 pp from 2019

Benchmarks

See 18,875 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,875 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$394K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+49.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9090

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$193

$16 / participant

Other / not subdivided$193100.0%

% of EOY assets

0.014%

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

$194,783

$112,915+72.5%

$90,965+114.1%

$158,950+22.5%

Participation rate

50.0%

74.7%-24.7pp

69.0%-19.0pp

82.0%-32.0pp

Annual return

15.78%

215.75%-200.0pp

134.57%-118.8pp

302.91%-287.1pp

Employer contribution / active EE

$2,894-100.0%

$2,122-100.0%

$4,762-100.0%

Participant deferral / active EE

$4,128-100.0%

$3,373-100.0%

$5,983-100.0%

Admin fee / account holder

$28

$8,044-99.7%

$5,960-99.5%

$11,248-99.8%

ANN-MORRIS ANTIQUES, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANN-MORRIS ANTIQUES, INC. 401K PROFIT SHARING 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