Retirement plan

JACKMONKEY CATERING, LLC 401(K) RETIREMENT PLAN

Name: JACKMONKEY CATERING, LLC - JACKMONKEY CATERING, LLC 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: JACKMONKEY CATERING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKMONKEY CATERING, LLC 401(K) RETIREMENT PLAN, JACKMONKEY CATERING, LLC

JACKMONKEY CATERING, LLCEIN 26-3612870Plan #003PY 2019

300 EAST 54TH STREET, SUITE 31-B - NEW YORK, NY 10022212-255-6650LinkedIn1-10 employeesrestaurants

Other plans on this EIN

1 filing

#004Retirement-$154K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$79K

+107.1% from 2018

Total participants

0.0% from 2018

Average account balance

$13,187

+72.6% from 2018

Annual return

6.75%

+6.75 pp from 2018

Benchmarks

See 7,713 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,713 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$337K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$370

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 codes2E2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$57

$14 / participant

Other / not subdivided$57100.0%

% of EOY assets

0.072%

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

$13,187

$108,685-87.9%

$74,719-82.4%

$152,885-91.4%

Participation rate

100.0%

65.3%+34.7pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

6.75%

114.09%-107.3pp

753.05%-746.3pp

345.39%-338.6pp

Employer contribution / active EE

$3,335

$1,504+121.8%

$1,084+207.6%

$4,763-30.0%

Participant deferral / active EE

$6,250

$2,712+130.5%

$1,963+218.3%

$5,851+6.8%

Admin fee / account holder

$10

$4,905-99.8%

$3,334-99.7%

$11,598-99.9%

JACKMONKEY CATERING, LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKMONKEY CATERING, LLC 401(K) 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