Retirement plan

LION CUB, INC. PROFIT SHARING PLAN

Name: LION CUB, INC. - LION CUB, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: LION CUB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LION CUB, INC. PROFIT SHARING PLAN, LION CUB, INC.

LION CUB, INC.EIN 20-4146233Plan #001PY 2015

C/O GELFAND RENNERT AND FELDMAN LLP, 1920 ADELICIA STREET, SUITE 300 - NASHVILLE, TN 372122231615-242-8880

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$825K

No prior year

Total participants

No prior year

Average account balance

$39,305

No prior year

Annual return

-1.36%

No prior year

Benchmarks

See 5,117 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort5,117 peers

Snapshot2015

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2A2E3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing 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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$7K

$390 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.851%

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

$39,305

$140,578-72.0%

$100,671-61.0%

$125,389-68.7%

Participation rate

100.0%

80.4%+19.6pp

70.7%+29.3pp

83.2%+16.8pp

Annual return

-1.36%

24.67%-26.0pp

20.43%-21.8pp

282.24%-283.6pp

Employer contribution / active EE

$4,167

$5,965-30.1%

$4,012+3.9%

$4,866-14.4%

Participant deferral / active EE

$3,981-100.0%

$3,144-100.0%

$5,352-100.0%

Admin fee / account holder

$335

$6,716-95.0%

$4,850-93.1%

$9,541-96.5%

LION CUB, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LION CUB, INC. 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