Retirement plan

ALL AMERICA-PHILLIP'S FLOWER SHOP, INC. PROFIT SHARING PLAN

Name: ALL AMERICA-PHILLIPS FLOWER SHOP, INC. - ALL AMERICA-PHILLIP'S FLOWER SHOP, INC. PROFIT SHARING PLAN (2021) Form 5500
Creator: ALL AMERICA-PHILLIPS FLOWER SHOP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL AMERICA-PHILLIP'S FLOWER SHOP, INC. PROFIT SHARING PLAN, ALL AMERICA-PHILLIPS FLOWER SHOP, INC.

ALL AMERICA-PHILLIPS FLOWER SHOP, INC.EIN 36-2123530Plan #001PY 2021

524 NORTH CASS AVENUE - WESTMONT, IL 60559630-719-5166

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.7M

+21.9% from 2020

Total participants

173

-3.9% from 2020

Average account balance

$50,143

+24.7% from 2020

Annual return

21.72%

+16.16 pp from 2020

Benchmarks

See 452 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort452 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.52M

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.

149

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.

79.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$308

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
PRIVATE VISTA, LLC5 years Service code 27 2211 YORK ROAD · OAK BROOK, IL 60523	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

$41K

$281 / participant

Investment mgmt$30K72.3%
Contract admin$6K14.2%
Other / not subdivided$6K13.5%

% of EOY assets

0.470%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HANSEN PLAHM & COMPANY
Auditor EIN: 363849301
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,143

$60,488-17.1%

$109,907-54.4%

$79,391-36.8%

Participation rate

100.0%

67.0%+33.0pp

74.2%+25.8pp

70.7%+29.3pp

Annual return

21.72%

189.57%-167.9pp

29.46%-7.7pp

116.88%-95.2pp

Employer contribution / active EE

$2,448

$1,649+48.5%

$2,844-13.9%

$2,428+0.8%

Participant deferral / active EE

$3,220-100.0%

$4,047-100.0%

$4,046-100.0%

Admin fee / account holder

$236

$605-61.0%

$6,069-96.1%

$627-62.4%

Provider

Service type

Compensation

PRIVATE VISTA, LLC5 years

Service code 27

2211 YORK ROAD · OAK BROOK, IL 60523

Advisory (Plan)

ALL AMERICA-PHILLIP'S FLOWER SHOP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL AMERICA-PHILLIP'S FLOWER SHOP, INC. 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