Retirement plan

HURLEY HAFEN, LLC CASH BALANCE PLAN

Name: HURLEY HAFEN, LLC - HURLEY HAFEN, LLC CASH BALANCE PLAN (2019) Form 5500
Creator: HURLEY HAFEN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HURLEY HAFEN, LLC CASH BALANCE PLAN, HURLEY HAFEN, LLC

HURLEY HAFEN, LLCEIN 45-2468469Plan #001PY 2019

1119 3RD AVENUE - NAPA, CA 94558510-338-3133LinkedIn11-50 employeesrestaurants

Other plans on this EIN

1 filing

#002Retirement-$2.2M assets

Prospect flagsRecently cancelled planWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2018

Total participants

-100.0% from 2018

Average account balance

No prior year

Annual return

11.44%

+14.47 pp from 2018

Benchmarks

See 236 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined benefit

Participants<25

Cohort236 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+11.44%

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 codes1B1C3B3D1H

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1H
PBGC terminated and closed out plan
Plan covered by PBGC that was terminated and closed out for PBGC purposes (standard or distress termination with distribution of plan assets or trustee appointed under ERISA section 4042).
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$1.9M

Other / not subdivided$2M100.0%

% of EOY assets

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

$157,433-100.0%

$254,542-100.0%

Participation rate

0.0%

27.3%-27.3pp

16.7%-16.7pp

47.3%-47.3pp

Annual return

11.44%

7.77%+3.7pp

10.27%+1.2pp

12.16%-0.7pp

Employer contribution / active EE

$24,772-100.0%

$19,104-100.0%

$44,747-100.0%

Participant deferral / active EE

$15-100.0%

$170-100.0%

Admin fee / account holder

$12,160-100.0%

$17,640-100.0%

HURLEY HAFEN, LLC CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HURLEY HAFEN, LLC CASH BALANCE 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