Retirement plan

SOUTHERN RAILWAY TAPHOUSE 401(K) PLAN

Name: PIZZA 111, LLC DBA SOUTHERN RAILWAY TAPHOUSE - SOUTHERN RAILWAY TAPHOUSE 401(K) PLAN (2023) Form 5500
Creator: PIZZA 111, LLC DBA SOUTHERN RAILWAY TAPHOUSE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHERN RAILWAY TAPHOUSE 401(K) PLAN, PIZZA 111, LLC DBA SOUTHERN RAILWAY TAPHOUSE

PIZZA 111, LLC DBA SOUTHERN RAILWAY TAPHOUSEEIN 46-1592029Plan #001PY 2023

111 VIRGINIA STREET, SUITE 100 - RICHMOND, VA 23219804-308-8350

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$559K

+43.5% from 2022

Total participants

-69.0% from 2022

Average account balance

$62,060

+43.5% from 2022

Annual return

20.35%

+42.14 pp from 2022

Benchmarks

See 12,888 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,888 peers

Snapshot2023

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

+4.47%

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 codes2E2J2F2G3D

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$180

$30 / participant

Other / not subdivided$180100.0%

% of EOY assets

0.032%

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

$62,060

$81,763-24.1%

$58,561+6.0%

$139,466-55.5%

Participation rate

100.0%

61.3%+38.7pp

50.9%+49.1pp

80.3%+19.7pp

Annual return

20.35%

7427.77%-7407.4pp

4251.33%-4231.0pp

373.66%-353.3pp

Employer contribution / active EE

$1,978

$1,398+41.5%

$1,053+87.7%

$4,754-58.4%

Participant deferral / active EE

$13,042

$2,555+410.5%

$1,923+578.2%

$6,712+94.3%

Admin fee / account holder

$20

$3,273-99.4%

$2,520-99.2%

$11,409-99.8%

SOUTHERN RAILWAY TAPHOUSE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHERN RAILWAY TAPHOUSE 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