Retirement plan

ANABA SUSHI, INC. RETIREMENT PLAN

Name: ANABA SUSHI, INC. - ANABA SUSHI, INC. RETIREMENT PLAN (2024) Form 5500
Creator: ANABA SUSHI, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANABA SUSHI, INC. RETIREMENT PLAN, ANABA SUSHI, INC.

ANABA SUSHI, INC.EIN 26-0860098Plan #001PY 2024

1171 S. VICTORIA AVE. - OXNARD, CA 93035805-804-7431LinkedIn11-50 employeesfood & beverages

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$997K

+43.8% from 2023

Total participants

0.0% from 2023

Average account balance

$71,210

+43.8% from 2023

Annual return

21.43%

-11.05 pp from 2023

Benchmarks

See 14,016 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,016 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$997K

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

58.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+21.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$159

$7 / participant

Other / not subdivided$159100.0%

% of EOY assets

0.016%

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

$71,210

$76,522-6.9%

$56,033+27.1%

$145,884-51.2%

Participation rate

50.0%

63.2%-13.2pp

52.5%-2.5pp

80.3%-30.3pp

Annual return

21.43%

3014.28%-2992.8pp

1711.38%-1689.9pp

551.85%-530.4pp

Employer contribution / active EE

$1,749

$1,382+26.5%

$1,041+68.0%

$4,662-62.5%

Participant deferral / active EE

$4,708

$2,624+79.4%

$1,954+140.9%

$6,690-29.6%

Admin fee / account holder

$11

$3,328-99.7%

$2,827-99.6%

$13,392-99.9%

ANABA SUSHI, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANABA SUSHI, INC. RETIREMENT 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