Retirement plan

JUST BAGELS MANUFACTURING, INC. 401(K) PLAN

Name: JUST BAGELS MANUFACTURING, INC. - JUST BAGELS MANUFACTURING, INC. 401(K) PLAN (2015) Form 5500
Creator: JUST BAGELS MANUFACTURING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUST BAGELS MANUFACTURING, INC. 401(K) PLAN, JUST BAGELS MANUFACTURING, INC.

JUST BAGELS MANUFACTURING, INC.EIN 13-3924649Plan #001PY 2015

527 CASANOVA STREET - BRONX, NY 10474718-328-9700justbagels.comLinkedIn51-200 employeesfood production

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.6M

No prior year

Total participants

No prior year

Average account balance

$41,401

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,073 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,073 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.69M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

206.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$307K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2375

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$7K

$186 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.257%

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

$41,401

$48,274-14.2%

$63,244-34.5%

$59,633-30.6%

Participation rate

100.0%

66.3%+33.7pp

71.0%+29.0pp

68.7%+31.3pp

Annual return

0.00%

-240.79%+240.8pp

-70.31%+70.3pp

2041.40%-2041.4pp

Employer contribution / active EE

$988

$1,586-37.7%

$2,322-57.4%

$2,203-55.1%

Participant deferral / active EE

$2,234

$2,343-4.6%

$2,953-24.4%

$3,192-30.0%

Admin fee / account holder

$106

$3,600-97.0%

$5,893-98.2%

$4,297-97.5%

JUST BAGELS MANUFACTURING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUST BAGELS MANUFACTURING, 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