Retirement plan

YNJ MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Name: YNJ MANAGEMENT, LLC - YNJ MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: YNJ MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YNJ MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, YNJ MANAGEMENT, LLC

YNJ MANAGEMENT, LLCEIN 26-3257732Plan #001PY 2024

4055 JACKPOT ROAD - GROVE CITY, OH 43123614-394-2687LinkedIn11-50 employeeshospitality

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.3M

+18.2% from 2023

Total participants

-12.7% from 2023

Average account balance

$24,461

+37.9% from 2023

Annual return

10.08%

-4.57 pp from 2023

Benchmarks

See 6,884 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort6,884 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

163.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

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

+10.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$282

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 codes2E2F2G2J3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$15K

$461 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.151%

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

$24,461

$29,670-17.6%

$56,054-56.4%

$80,911-69.8%

Participation rate

97.0%

41.7%+55.3pp

52.5%+44.5pp

67.6%+29.3pp

Annual return

10.08%

35.24%-25.2pp

1705.95%-1695.9pp

35.63%-25.5pp

Employer contribution / active EE

$1,729

$670+158.2%

$1,039+66.4%

$2,756-37.2%

Participant deferral / active EE

$1,394

$1,227+13.6%

$1,952-28.6%

$4,297-67.6%

Admin fee / account holder

$282

$2,431-88.4%

$2,822-90.0%

$6,935-95.9%

YNJ MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YNJ MANAGEMENT, LLC 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