Retirement plan

YOUR MOM'S HOUSE, INC. PROFIT SHARING PLAN

Name: YOUR MOM'S HOUSE, INC. C/O SAVITSKY, SATIN, BACON, BUCCI - YOUR MOM'S HOUSE, INC. PROFIT SHARING PLAN (2021) Form 5500
Creator: YOUR MOM'S HOUSE, INC. C/O SAVITSKY, SATIN, BACON, BUCCI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOUR MOM'S HOUSE, INC. PROFIT SHARING PLAN, YOUR MOM'S HOUSE, INC. C/O SAVITSKY, SATIN, BACON, BUCCI

YOUR MOM'S HOUSE, INC. C/O SAVITSKY, SATIN, BACON, BUCCIEIN 46-1658409Plan #001PY 2021

2049 CENTURY PARK EAST, SUITE 1400 - LOS ANGELES, CA 90067310-315-6200yourmoms.comLinkedIn1-10 employeesretail

Other plans on this EIN

1 filing

#002Retirement-$495K assets

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$242K

+113.7% from 2020

Total participants

+33.3% from 2020

Average account balance

$60,561

+60.3% from 2020

Annual return

-0.07%

-0.04 pp from 2020

Benchmarks

See 8,066 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,066 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

87.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$473K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+19.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2644

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$100

$25 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.041%

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

$60,561

$185,225-67.3%

$142,898-57.6%

$167,536-63.9%

Participation rate

100.0%

78.5%+21.5pp

72.0%+28.0pp

82.1%+17.9pp

Annual return

-0.07%

8558.12%-8558.2pp

5639.64%-5639.7pp

478.82%-478.9pp

Employer contribution / active EE

$22,488

$5,607+301.1%

$4,146+442.4%

$4,839+364.7%

Participant deferral / active EE

$9,750

$4,496+116.9%

$3,838+154.0%

$6,342+53.7%

Admin fee / account holder

$25

$8,032-99.7%

$6,560-99.6%

$12,315-99.8%

YOUR MOM'S HOUSE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YOUR MOM'S HOUSE, INC. 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