Retirement plan

CYCLE KIDS, INC. 401(K) PLAN

Name: CYCLE KIDS, INC. - CYCLE KIDS, INC. 401(K) PLAN (2019) Form 5500
Creator: CYCLE KIDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CYCLE KIDS, INC. 401(K) PLAN, CYCLE KIDS, INC.

CYCLE KIDS, INC.EIN 20-1169399Plan #001PY 2019

955 MASSACHUSETTS AVENUE, #322 - CAMBRIDGE, MA 02139617-661-0908cyclekids.orgLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 11, 2023

Plan administrator

Plan administrator name— Sign in and upgrade to view

955 Massachusetts Avenue, #322

Cambridge, MA 02139

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Plans declared (1)

CYCLE Kids 457(f) Plan1 emp

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Total assets (EOY)

$71K

+129.7% from 2018

Total participants

0.0% from 2018

Average account balance

$71,142

+129.7% from 2018

Annual return

28.94%

+28.94 pp from 2018

Benchmarks

See 6,050 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,050 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$646K

Not enough data

1 years with asset history on file

Average account balance

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

$323K

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

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+12.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Expense breakdown

Schedule H Part II

Admin total

$20

$20 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.028%

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

$71,142

$77,449-8.1%

$69,483+2.4%

$152,909-53.5%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

28.94%

39.09%-10.2pp

28.99%0pp

345.46%-316.5pp

Employer contribution / active EE

$6,203

$3,316+87.1%

$2,780+123.2%

$4,764+30.2%

Participant deferral / active EE

$25,000

$4,415+466.3%

$3,537+606.9%

$5,851+327.3%

Admin fee / account holder

$20

$6,210-99.7%

$3,841-99.5%

$11,601-99.8%

CYCLE KIDS, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CYCLE KIDS, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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