Retirement plan

KING'S PARTY HOUSE, INC. 401(K) PROFIT SHARING PLAN

Name: KING'S PARTY HOUSE, INC. - KING'S PARTY HOUSE, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: KING'S PARTY HOUSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KING'S PARTY HOUSE, INC. 401(K) PROFIT SHARING PLAN, KING'S PARTY HOUSE, INC.

KING'S PARTY HOUSE, INC.EIN 45-2567309Plan #001PY 2018

4031 ROUTES 5 AND 20 - CANANDAIGNA, NY 14424585-394-6408

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$431K

+7.9% from 2017

Total participants

-7.7% from 2017

Average account balance

$43,114

+7.9% from 2017

Annual return

-8.17%

-28.45 pp from 2017

Benchmarks

See 7,242 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,242 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$770K

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+17.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1019

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 codes2E2F2J2T3D3H

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).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$369 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.684%

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

$43,114

$104,106-58.6%

$71,086-39.3%

$135,379-68.2%

Participation rate

75.0%

65.7%+9.3pp

54.7%+20.3pp

82.6%-7.6pp

Annual return

-8.17%

1256.30%-1264.5pp

650.59%-658.8pp

519.79%-528.0pp

Employer contribution / active EE

$1,622

$1,485+9.2%

$1,088+49.1%

$4,779-66.1%

Participant deferral / active EE

$6,781

$2,527+168.3%

$1,874+261.8%

$5,609+20.9%

Admin fee / account holder

$295

$4,142-92.9%

$3,082-90.4%

$10,828-97.3%

KING'S PARTY HOUSE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KING'S PARTY HOUSE, INC. 401(K) PROFIT SHARING 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