Retirement plan

ALL SEASONS 401(K) PROFIT SHARING PLAN & TRUST

Name: ALL SEASONS - ALL SEASONS 401(K) PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: ALL SEASONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL SEASONS 401(K) PROFIT SHARING PLAN & TRUST, ALL SEASONS

ALL SEASONSEIN 20-0072268Plan #002PY 2021

9820 NW 77 AVE - HIALEAH GARDENS, FL 33016305-823-5972

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+22.4% from 2020

Total participants

-4.3% from 2020

Average account balance

$25,462

+17.8% from 2020

Annual return

16.98%

+1.21 pp from 2020

Benchmarks

See 2,074 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,074 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.44M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

125.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$817

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$15K

$245 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.758%

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

$25,462

$66,431-61.7%

$109,916-76.8%

$85,851-70.3%

Participation rate

84.1%

63.9%+20.2pp

74.2%+9.9pp

69.3%+14.8pp

Annual return

16.98%

19.59%-2.6pp

29.46%-12.5pp

318.63%-301.7pp

Employer contribution / active EE

$1,688-100.0%

$2,844-100.0%

$2,565-100.0%

Participant deferral / active EE

$1,682

$2,844-40.9%

$4,047-58.4%

$3,952-57.5%

Admin fee / account holder

$193

$4,559-95.8%

$6,069-96.8%

$6,261-96.9%

ALL SEASONS 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL SEASONS 401(K) PROFIT SHARING PLAN & TRUST

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