Retirement plan

POBLOCKI TRAVEL 401(K) PLAN

Name: POBLOCKI TRAVEL SERVICE, INC. - POBLOCKI TRAVEL 401(K) PLAN (2023) Form 5500
Creator: POBLOCKI TRAVEL SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POBLOCKI TRAVEL 401(K) PLAN, POBLOCKI TRAVEL SERVICE, INC.

POBLOCKI TRAVEL SERVICE, INC.EIN 39-1130412Plan #001PY 2023

10700 W VENTURE DRIVE - SUITE B - FRANKLIN, WI 531328863414-421-4980poblockitravel.comLinkedIn11-50 employeeshospitality

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$215K

+31.8% from 2022

Total participants

-33.3% from 2022

Average account balance

$107,263

+31.8% from 2022

Annual return

12.68%

+21.08 pp from 2022

Benchmarks

See 18,494 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,494 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$362K

Not enough data

1 years with asset history on file

Average account balance

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

$181K

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

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+17.44%

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 codes2E2F2G2J2T3D

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$107,263

$96,361+11.3%

$80,607+33.1%

$139,456-23.1%

Participation rate

100.0%

73.6%+26.4pp

67.0%+33.0pp

80.3%+19.7pp

Annual return

12.68%

1350.95%-1338.3pp

936.11%-923.4pp

373.45%-360.8pp

Employer contribution / active EE

$1,169

$3,262-64.2%

$2,724-57.1%

$4,753-75.4%

Participant deferral / active EE

$30,000

$5,232+473.4%

$4,448+574.5%

$6,711+347.0%

Admin fee / account holder

$6,601-100.0%

$5,379-100.0%

$11,407-100.0%

POBLOCKI TRAVEL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

POBLOCKI TRAVEL 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