Retirement plan

KUPPA JOY 401(K) PLAN

Name: KUPPA JOY COFFEE HOUSE, LLC - KUPPA JOY 401(K) PLAN (2019) Form 5500
Creator: KUPPA JOY COFFEE HOUSE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KUPPA JOY 401(K) PLAN, KUPPA JOY COFFEE HOUSE, LLC

KUPPA JOY COFFEE HOUSE, LLCEIN 46-1258940Plan #001PY 2019

520 CLOVIS AVENUE - CLOVIS, CA 93612559-907-9095kuppajoy.comLinkedIn51-200 employeesrestaurants

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$121K

+141.8% from 2018

Total participants

+92.3% from 2018

Average account balance

$6,717

+47.8% from 2018

Annual return

25.00%

+25.00 pp from 2018

Benchmarks

See 3,418 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,418 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$531K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

163.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+28.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$326

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 codes2E2F2J2R3D

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.
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

$434

$17 / participant

Other / not subdivided$434100.0%

% of EOY assets

0.359%

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

$6,717

$34,316-80.4%

$74,719-91.0%

$72,983-90.8%

Participation rate

72.0%

42.4%+29.6pp

54.5%+17.5pp

69.5%+2.5pp

Annual return

25.00%

26.58%-1.6pp

753.05%-728.1pp

81.01%-56.0pp

Employer contribution / active EE

$909

$692+31.4%

$1,084-16.2%

$2,440-62.7%

Participant deferral / active EE

$1,427

$1,272+12.2%

$1,963-27.3%

$3,608-60.4%

Admin fee / account holder

$24

$2,125-98.9%

$3,334-99.3%

$5,124-99.5%

KUPPA JOY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KUPPA JOY 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