Retirement plan

MACKENZIE SPORTSWEAR INDIVIDUAL 401(K) PLAN

Name: MACKENZIE SPORTSWEAR, INC. - MACKENZIE SPORTSWEAR INDIVIDUAL 401(K) PLAN (2021) Form 5500
Creator: MACKENZIE SPORTSWEAR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MACKENZIE SPORTSWEAR INDIVIDUAL 401(K) PLAN, MACKENZIE SPORTSWEAR, INC.

MACKENZIE SPORTSWEAR, INC.EIN 33-1109449Plan #001PY 2021

3236 W PARKLAND BLVD - TAMPA, FL 33609813-380-2000

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2M

No prior year

Total participants

No prior year

Average account balance

$1,018,945

No prior year

Annual return

19.48%

No prior year

Benchmarks

See 22,593 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,593 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.94M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$74K

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

+6.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10674

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,018,945

$176,838+476.2%

$146,685+594.6%

$167,518+508.3%

Participation rate

100.0%

83.6%+16.4pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

19.48%

24.04%-4.6pp

22.75%-3.3pp

478.71%-459.2pp

Employer contribution / active EE

$26,750

$5,161+418.3%

$4,137+546.6%

$4,838+452.9%

Participant deferral / active EE

$16,000

$6,441+148.4%

$5,507+190.6%

$6,342+152.3%

Admin fee / account holder

$13,262-100.0%

$10,281-100.0%

$12,312-100.0%

MACKENZIE SPORTSWEAR INDIVIDUAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MACKENZIE SPORTSWEAR INDIVIDUAL 401(K) 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