Retirement plan

A.C. LION INTERNATIONAL INC RETIREMENT AND 401(K) PLAN

Name: A.C. LION INTERNATIONAL INC - A.C. LION INTERNATIONAL INC RETIREMENT AND 401(K) PLAN (2022) Form 5500
Creator: A.C. LION INTERNATIONAL INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A.C. LION INTERNATIONAL INC RETIREMENT AND 401(K) PLAN, A.C. LION INTERNATIONAL INC

A.C. LION INTERNATIONAL INCEIN 13-3496237Plan #001PY 2022

1216 BROADWAY, 2ND FLOOR - NEW YORK, NY 10001212-268-7300

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.6M

-11.9% from 2021

Total participants

+9.1% from 2021

Average account balance

$109,577

-19.3% from 2021

Annual return

-18.10%

-35.32 pp from 2021

Benchmarks

See 17,033 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,033 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.58M

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3124

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$109,577

$93,023+17.8%

$77,027+42.3%

$134,493-18.5%

Participation rate

100.0%

74.5%+25.5pp

67.9%+32.1pp

81.2%+18.8pp

Annual return

-18.10%

62.61%-80.7pp

42.32%-60.4pp

418.01%-436.1pp

Employer contribution / active EE

$1,001

$3,418-70.7%

$2,813-64.4%

$4,740-78.9%

Participant deferral / active EE

$6,663

$5,238+27.2%

$4,427+50.5%

$6,400+4.1%

Admin fee / account holder

$6,944-100.0%

$5,425-100.0%

$11,425-100.0%

A.C. LION INTERNATIONAL INC RETIREMENT AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

A.C. LION INTERNATIONAL INC RETIREMENT AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion