Retirement plan

YNJ MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Name: YNJ MANAGEMENT, LLC - YNJ MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$332K

+76.7% from 2016

Total participants

+48.1% from 2016

Average account balance

$8,523

+22.3% from 2016

Annual return

17.32%

+6.52 pp from 2016

Benchmarks

See 2,983 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,983 peers

Snapshot2017

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$49 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.409%

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

$8,523

$35,183-75.8%

$73,545-88.4%

$70,124-87.8%

Participation rate

96.4%

42.9%+53.5pp

54.9%+41.5pp

69.5%+26.9pp

Annual return

17.32%

26.90%-9.6pp

-15.16%+32.5pp

73.14%-55.8pp

Employer contribution / active EE

$1,160

$709+63.7%

$1,219-4.8%

$2,342-50.5%

Participant deferral / active EE

$2,878

$1,220+135.9%

$1,806+59.3%

$3,332-13.6%

Admin fee / account holder

$35

$2,302-98.5%

$2,320-98.5%

$4,645-99.2%

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