Retirement plan

ANABA SUSHI, INC. RETIREMENT PLAN

Name: ANABA SUSHI, INC. - ANABA SUSHI, INC. RETIREMENT PLAN (2020) 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 2020

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$189K

+122.4% from 2019

Total participants

+15.8% from 2019

Average account balance

$13,491

+90.6% from 2019

Annual return

37.91%

+37.91 pp from 2019

Benchmarks

See 8,281 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort8,281 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

56.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

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

+16.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5726

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

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

$600

$27 / participant

Other / not subdivided$600100.0%

% of EOY assets

0.318%

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

$13,491

$108,226-87.5%

$77,513-82.6%

$158,950-91.5%

Participation rate

63.6%

64.4%-0.8pp

54.2%+9.4pp

82.0%-18.3pp

Annual return

37.91%

31.67%+6.2pp

54.81%-16.9pp

302.91%-265.0pp

Employer contribution / active EE

$1,064

$1,325-19.7%

$987+7.9%

$4,762-77.7%

Participant deferral / active EE

$2,224

$2,456-9.4%

$1,861+19.5%

$5,983-62.8%

Admin fee / account holder

$43

$3,710-98.8%

$2,859-98.5%

$11,248-99.6%

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