Retirement plan

ANTHONY THOMAS CANDY CO., INC. 401(K) PROFIT SHARING PLAN

Name: ANTHONY THOMAS CANDY CO., INC. - ANTHONY THOMAS CANDY CO., INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: ANTHONY THOMAS CANDY CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTHONY THOMAS CANDY CO., INC. 401(K) PROFIT SHARING PLAN, ANTHONY THOMAS CANDY CO., INC.

ANTHONY THOMAS CANDY CO., INC.EIN 31-4442010Plan #001PY 2021

1777 ARLINGATE LANE - COLUMBUS, OH 43228614-274-8405anthony-thomas.comLinkedIn51-200 employeesfood production

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$2.8M

-20.4% from 2020

Total participants

-23.8% from 2020

Average account balance

$54,546

-7.9% from 2020

Annual return

17.63%

-8.00 pp from 2020

Benchmarks

See 9,332 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,332 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.68M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

38.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+18.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10419

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
NATIONWIDE7+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Loan Processing	$18,242
WORLD INVESTMENT ADVISORS LLC1 year Filed as: WORLD CHOICE SECURITIES, INC. Service code 26 1101 ARWINE COURT · EULESS, TX 760406407	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BHM CPA GROUP
Auditor EIN: 311413363
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,546

$70,418-22.5%

$96,570-43.5%

$85,847-36.5%

Participation rate

50.6%

61.8%-11.2pp

69.8%-19.2pp

69.3%-18.7pp

Annual return

17.63%

18.59%-1.0pp

37.79%-20.2pp

318.61%-301.0pp

Employer contribution / active EE

$127

$1,413-91.0%

$2,357-94.6%

$2,565-95.0%

Participant deferral / active EE

$1,352

$2,894-53.3%

$3,849-64.9%

$3,952-65.8%

Admin fee / account holder

$4,995-100.0%

$6,182-100.0%

$6,261-100.0%

Provider

Service type

Compensation

NATIONWIDE7+ years

Service code 37 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Loan Processing

$18,242

WORLD INVESTMENT ADVISORS LLC1 year

Filed as: WORLD CHOICE SECURITIES, INC.

Service code 26

1101 ARWINE COURT · EULESS, TX 760406407

Advisory (Participants)

ANTHONY THOMAS CANDY CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANTHONY THOMAS CANDY CO., 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