Retirement plan

AMATO AUTOMOTIVE GROUP EMPLOYEES SAVINGS & RETIREMENT PLAN

Name: JOHN AMATO HYUNDAI, MAZDA, INC. - AMATO AUTOMOTIVE GROUP EMPLOYEES SAVINGS & RETIREMENT PLAN (2019) Form 5500
Creator: JOHN AMATO HYUNDAI, MAZDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMATO AUTOMOTIVE GROUP EMPLOYEES SAVINGS & RETIREMENT PLAN, JOHN AMATO HYUNDAI, MAZDA, INC.

JOHN AMATO HYUNDAI, MAZDA, INC.EIN 39-1367057Plan #001PY 2019

8301 N. 76TH STREET - MILWAUKEE, WI 53223414-357-8500LinkedIn51-200 employeesretail

Prospect flagsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed December 6, 2002

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$4.5M

+17.6% from 2018

Total participants

145

+0.7% from 2018

Average account balance

$61,305

+22.3% from 2018

Annual return

18.93%

+25.67 pp from 2018

Benchmarks

See 2,278 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,278 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$7.08M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

66.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$381K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2102

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 5 by compensation

Provider	Service type	Compensation
WOODBURY FINANCIAL SERVICES5+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55	Other Commissions	$16,429
BLUE CHIP RETIREMENT PLANS, INC.5+ years Service code 13 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214	Contract Administrator	$4,354
BLUE CHIP RETIREMENT PLANS, INC.5+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13	Contract Administrator	$4,108
GREAT-WEST LIFE & ANNUITY INSURANCE5+ years Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,375
WOODBURY FINANCIAL SERVICES5+ years Service code 55 5665 PLAZA DR. · CYPRESS, CA 90630	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$6K

$45 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.125%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SITZBERGER & COMPANY, S.C.
Auditor EIN: 391777761
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,305

$49,138+24.8%

$84,015-27.0%

$65,185-6.0%

Participation rate

43.7%

60.7%-17.1pp

69.0%-25.4pp

70.2%-26.5pp

Annual return

18.93%

23.00%-4.1pp

71.31%-52.4pp

29.38%-10.5pp

Employer contribution / active EE

$433

$914-52.6%

$1,983-78.2%

$2,177-80.1%

Participant deferral / active EE

$1,576

$2,397-34.3%

$3,239-51.3%

$3,514-55.2%

Admin fee / account holder

$76

$543-85.9%

$6,101-98.7%

$847-91.0%

Provider

Service type

Compensation

WOODBURY FINANCIAL SERVICES5+ years

Filed as: WOODBURY FINANCIAL SERVICES, INC.

Service code 55

Other Commissions

$16,429

BLUE CHIP RETIREMENT PLANS, INC.5+ years

Service code 13

6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214

Contract Administrator

$4,354

BLUE CHIP RETIREMENT PLANS, INC.5+ years

Filed as: BLUE CHIP RETIREMENT PLANS

Service code 13

Contract Administrator

$4,108

GREAT-WEST LIFE & ANNUITY INSURANCE5+ years

Filed as: GREAT WEST LIFE & ANNUITY INS CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,375

WOODBURY FINANCIAL SERVICES5+ years

Service code 55

5665 PLAZA DR. · CYPRESS, CA 90630

Other Commissions

AMATO AUTOMOTIVE GROUP EMPLOYEES SAVINGS & RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMATO AUTOMOTIVE GROUP EMPLOYEES SAVINGS & RETIREMENT PLAN

Top hat statement on fileNQDC

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