Retirement plan

MONKEY PUZZLE TOURING, INC. 401(K)/PROFIT SHARING PLAN

Name: MONKEY PUZZLE TOURING, INC. - MONKEY PUZZLE TOURING, INC. 401(K)/PROFIT SHARING PLAN (2019) Form 5500
Creator: MONKEY PUZZLE TOURING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONKEY PUZZLE TOURING, INC. 401(K)/PROFIT SHARING PLAN, MONKEY PUZZLE TOURING, INC.

MONKEY PUZZLE TOURING, INC.EIN 27-4266193Plan #002PY 2019

500B LAKE STREET - RAMSEY, NJ 07446201-760-1112

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$257K

+18.4% from 2018

Total participants

0.0% from 2018

Average account balance

$128,340

+18.4% from 2018

Annual return

1.89%

-11.57 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$564K

Not enough data

1 years with asset history on file

Average account balance

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

$282K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J

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.

Opportunity flags

1 tripped

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

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

$128,340

$176,688-27.4%

$130,660-1.8%

$152,909-16.1%

Participation rate

100.0%

79.0%+21.0pp

71.7%+28.3pp

82.5%+17.5pp

Annual return

1.89%

2693.08%-2691.2pp

1709.29%-1707.4pp

345.46%-343.6pp

Employer contribution / active EE

$16,800

$5,743+192.5%

$4,092+310.5%

$4,764+252.7%

Participant deferral / active EE

$19,000

$4,362+335.6%

$3,603+427.3%

$5,851+224.7%

Admin fee / account holder

$7,131-100.0%

$5,463-100.0%

$11,601-100.0%

MONKEY PUZZLE TOURING, INC. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MONKEY PUZZLE TOURING, INC. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion