Retirement plan

PATRICKS SNACK BAR, LLC 401K PLAN

Name: PATRICK'S SNACK BAR LLC - PATRICKS SNACK BAR, LLC 401K PLAN (2017) Form 5500
Creator: PATRICK'S SNACK BAR LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PATRICKS SNACK BAR, LLC 401K PLAN, PATRICK'S SNACK BAR LLC

PATRICK'S SNACK BAR LLCEIN 46-1842016Plan #001PY 2017

8007 FERNCLIFF COURT - SPRINGFIELD, VA 22153703-521-4977LinkedIn1-10 employeesrestaurants

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$57K

+22.4% from 2016

Total participants

0.0% from 2016

Average account balance

$11,364

+22.4% from 2016

Annual return

7.39%

+3.35 pp from 2016

Benchmarks

See 6,681 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,681 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$199K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+31.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$297

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 codes2E2F2G2J2T3D

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.
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

$574

$115 / participant

Other / not subdivided$574100.0%

% of EOY assets

1.010%

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

$11,364

$107,030-89.4%

$73,550-84.5%

$147,586-92.3%

Participation rate

100.0%

66.4%+33.6pp

54.9%+45.1pp

82.8%+17.2pp

Annual return

7.39%

38.25%-30.9pp

-15.16%+22.5pp

578.59%-571.2pp

Employer contribution / active EE

$930

$1,760-47.2%

$1,219-23.7%

$4,876-80.9%

Participant deferral / active EE

$464

$2,458-81.1%

$1,804-74.3%

$5,439-91.5%

Admin fee / account holder

$115

$3,055-96.2%

$2,320-95.1%

$10,886-98.9%

PATRICKS SNACK BAR, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PATRICKS SNACK BAR, LLC 401K 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