Retirement plan

T AT FOUR ENTERPRISES, INC. PROFIT SHARING PLAN

Name: T AT FOUR ENTERPRISES, INC. - T AT FOUR ENTERPRISES, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: T AT FOUR ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, T AT FOUR ENTERPRISES, INC. PROFIT SHARING PLAN, T AT FOUR ENTERPRISES, INC.

T AT FOUR ENTERPRISES, INC.EIN 20-5984767Plan #001PY 2022

6255 TOWNCENTER DRIVE - CLEMMONS, NC 27012336-712-0505

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$391K

-6.0% from 2021

Total participants

0.0% from 2021

Average account balance

$130,260

-6.0% from 2021

Annual return

-6.33%

-25.81 pp from 2021

Benchmarks

See 17,029 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,029 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$465K

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$800

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

+19.16%

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$130,260

$93,098+39.9%

$77,081+69.0%

$134,509-3.2%

Participation rate

100.0%

74.5%+25.5pp

67.9%+32.1pp

81.2%+18.8pp

Annual return

-6.33%

62.63%-69.0pp

42.33%-48.7pp

418.13%-424.5pp

Employer contribution / active EE

$486

$3,419-85.8%

$2,813-82.7%

$4,741-89.7%

Participant deferral / active EE

$5,239-100.0%

$4,428-100.0%

$6,400-100.0%

Admin fee / account holder

$6,945-100.0%

$5,427-100.0%

$11,427-100.0%

T AT FOUR ENTERPRISES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

T AT FOUR ENTERPRISES, INC. PROFIT SHARING 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