Retirement plan

SONNY'S PIZZERIA 401(K) PLAN

Name: SONNYS PIZZERIA, LLC - SONNY'S PIZZERIA 401(K) PLAN (2024) Form 5500
Creator: SONNYS PIZZERIA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SONNY'S PIZZERIA 401(K) PLAN, SONNYS PIZZERIA, LLC

SONNYS PIZZERIA, LLCEIN 39-1963985Plan #001PY 2024

107 W MAIN ST - LITTLE CHUTE, WI 54140920-493-8665

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+34.1% from 2023

Total participants

-4.1% from 2023

Average account balance

$27,752

+37.6% from 2023

Annual return

26.53%

-2.17 pp from 2023

Benchmarks

See 6,868 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort6,868 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+26.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$280

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

$11K

$355 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.010%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$27,752

$29,716-6.6%

$56,077-50.5%

$80,925-65.7%

Participation rate

70.0%

41.7%+28.3pp

52.5%+17.5pp

67.7%+2.3pp

Annual return

26.53%

35.30%-8.8pp

1709.28%-1682.8pp

35.65%-9.1pp

Employer contribution / active EE

$894

$671+33.3%

$1,040-14.0%

$2,756-67.6%

Participant deferral / active EE

$1,137

$1,228-7.4%

$1,954-41.8%

$4,299-73.5%

Admin fee / account holder

$280

$2,432-88.5%

$2,825-90.1%

$6,940-96.0%

SONNY'S PIZZERIA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SONNY'S PIZZERIA 401(K) 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