Retirement plan

NATALIE'S SKIN SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

Name: NATALIE'S SKIN SOLUTIONS, LLC - NATALIE'S SKIN SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: NATALIE'S SKIN SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATALIE'S SKIN SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN, NATALIE'S SKIN SOLUTIONS, LLC

NATALIE'S SKIN SOLUTIONS, LLCEIN 45-5275453Plan #001PY 2024

13981 MCGREGOR BLVD., SUITE 203 - FORT MYERS, FL 33919239-936-7546nataliesskinsolutions.comLinkedIn1-10 employeesretail

Other plans on this EIN

1 filing

#002Retirement-$503K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$482K

+33.9% from 2023

Total participants

-10.0% from 2023

Average account balance

$53,601

+48.8% from 2023

Annual return

13.38%

-12.88 pp from 2023

Benchmarks

See 50,062 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,062 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$482K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.38%

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 codes2E2F2G2J3D3H

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.
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.

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

$53,601

$88,702-39.6%

$81,780-34.5%

$145,978-63.3%

Participation rate

100.0%

75.0%+25.0pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

13.38%

1029.12%-1015.7pp

776.27%-762.9pp

550.52%-537.1pp

Employer contribution / active EE

$2,036

$3,084-34.0%

$2,914-30.1%

$4,662-56.3%

Participant deferral / active EE

$7,224

$4,645+55.5%

$4,321+67.2%

$6,690+8.0%

Admin fee / account holder

$8,414-100.0%

$7,384-100.0%

$13,400-100.0%

NATALIE'S SKIN SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATALIE'S SKIN SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

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