Retirement plan

WYOMING MOOSE LODGE NO 763 401 K PROFIT SHARING PLAN TRUST

Name: WYOMING MOOSE LODGE NO 763 - WYOMING MOOSE LODGE NO 763 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: WYOMING MOOSE LODGE NO 763
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYOMING MOOSE LODGE NO 763 401 K PROFIT SHARING PLAN TRUST, WYOMING MOOSE LODGE NO 763

WYOMING MOOSE LODGE NO 763EIN 23-7456132Plan #001PY 2016

2630 BURLINGAME SW - WYOMING, MI 49509616-530-9955LinkedIn1-10 employeesrestaurants

Prospect flagsLow participationLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$6K

No prior year

Total participants

No prior year

Average account balance

$2,097

No prior year

Annual return

610.42%

No prior year

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$133K

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.

35.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$576

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 codes2E2F2G2J2T3D

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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$2,097

$103,949-98.0%

$69,182-97.0%

$273,972-99.2%

Participation rate

21.4%

67.4%-45.9pp

55.1%-33.7pp

83.0%-61.6pp

Annual return

610.42%

35.28%+575.1pp

-21.93%+632.4pp

41.46%+569.0pp

Employer contribution / active EE

$1,783-100.0%

$1,206-100.0%

$4,869-100.0%

Participant deferral / active EE

$425

$2,716-84.4%

$1,897-77.6%

$5,287-92.0%

Admin fee / account holder

$3,671-100.0%

$2,697-100.0%

$10,133-100.0%

WYOMING MOOSE LODGE NO 763 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WYOMING MOOSE LODGE NO 763 401 K PROFIT SHARING PLAN TRUST

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