Retirement plan

PORCELLIAN CLUB, INC. P/S PLAN

Name: PORCELLIAN CLUB, INC. - PORCELLIAN CLUB, INC. P/S PLAN (2023) Form 5500
Creator: PORCELLIAN CLUB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PORCELLIAN CLUB, INC. P/S PLAN, PORCELLIAN CLUB, INC.

PORCELLIAN CLUB, INC.EIN 45-3482704Plan #001PY 2023

160 FEDERAL ST FL 9, C O EDELSTEIN AND COMPANY LLP - BOSTON, MA 02110617-478-3496

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$673K

+23.5% from 2022

Total participants

0.0% from 2022

Average account balance

$224,222

+23.5% from 2022

Annual return

23.49%

+40.58 pp from 2022

Benchmarks

See 9,757 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,757 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$909K

Not enough data

1 years with asset history on file

Average account balance

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

$303K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+24.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$240

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 codes2E3D2G2F2T

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$548

$183 / participant

Other / not subdivided$548100.0%

% of EOY assets

0.081%

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

$224,222

$156,927+42.9%

$121,169+85.0%

$139,456+60.8%

Participation rate

100.0%

76.4%+23.6pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

23.49%

1475.85%-1452.4pp

986.71%-963.2pp

373.45%-350.0pp

Employer contribution / active EE

$5,542-100.0%

$4,168-100.0%

$4,753-100.0%

Participant deferral / active EE

$4,848-100.0%

$4,083-100.0%

$6,711-100.0%

Admin fee / account holder

$183

$6,946-97.4%

$5,645-96.8%

$11,407-98.4%

PORCELLIAN CLUB, INC. P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PORCELLIAN CLUB, INC. P/S 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