Retirement plan

LEISURE FEATURES, INC. PROFIT SHARING PLAN & TRUST

Name: LEISURE FEATURES, INC. - LEISURE FEATURES, INC. PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: LEISURE FEATURES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEISURE FEATURES, INC. PROFIT SHARING PLAN & TRUST, LEISURE FEATURES, INC.

LEISURE FEATURES, INC.EIN 39-1892457Plan #001PY 2023

1525 N. RAILROAD ST. - EAGLE RIVER, WI 54521608-223-6550snowmobileusa.comLinkedIn1-10 employeesmarketing and advertising

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$442K

+11.5% from 2022

Total participants

0.0% from 2022

Average account balance

$110,392

+11.5% from 2022

Annual return

11.50%

+25.72 pp from 2022

Benchmarks

See 22,148 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,148 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$313K

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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

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

+7.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$54235

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 codes2E2F2G3D

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.
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.

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

$110,392

$102,696+7.5%

$86,235+28.0%

$139,487-20.9%

Participation rate

75.0%

74.5%+0.5pp

69.0%+6.0pp

80.3%-5.3pp

Annual return

11.50%

1925.91%-1914.4pp

1170.03%-1158.5pp

373.84%-362.3pp

Employer contribution / active EE

$3,034-100.0%

$2,381-100.0%

$4,755-100.0%

Participant deferral / active EE

$4,679-100.0%

$3,987-100.0%

$6,713-100.0%

Admin fee / account holder

$8,667-100.0%

$6,856-100.0%

$11,407-100.0%

LEISURE FEATURES, INC. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LEISURE FEATURES, INC. PROFIT SHARING PLAN & TRUST

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