Retirement plan

ATHENIAN I-84 DINER CORP. 401(K) PROFIT SHARING PLAN

Name: ATHENIAN I-84 DINER CORP. - ATHENIAN I-84 DINER CORP. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: ATHENIAN I-84 DINER CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATHENIAN I-84 DINER CORP. 401(K) PROFIT SHARING PLAN, ATHENIAN I-84 DINER CORP.

ATHENIAN I-84 DINER CORP.EIN 22-2161439Plan #001PY 2022

853 ROUTE 52 - FISHKILL, NY 12524845-896-6537

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$98K

+120.1% from 2021

Total participants

+4.5% from 2021

Average account balance

$7,510

+120.1% from 2021

Annual return

4.80%

-23.39 pp from 2021

Benchmarks

See 11,555 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort11,555 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$316K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+6.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$189

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 codes2J

Plan features

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$657

$30 / participant

Other / not subdivided$657100.0%

% of EOY assets

0.673%

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

$7,510

$84,464-91.1%

$61,399-87.8%

$134,509-94.4%

Participation rate

54.5%

62.2%-7.7pp

52.6%+2.0pp

81.2%-26.7pp

Annual return

4.80%

585.06%-580.3pp

338.81%-334.0pp

418.13%-413.3pp

Employer contribution / active EE

$1,709

$1,545+10.7%

$1,159+47.4%

$4,741-63.9%

Participant deferral / active EE

$616

$2,818-78.1%

$2,124-71.0%

$6,400-90.4%

Admin fee / account holder

$51

$2,587-98.0%

$2,131-97.6%

$11,427-99.6%

ATHENIAN I-84 DINER CORP. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATHENIAN I-84 DINER CORP. 401(K) 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