Retirement plan

GREAT FALLS PUBLIC HOUSE RETIREMENT PLAN

Name: GREAT FALLS PUBLIC HOUSE, INC. - GREAT FALLS PUBLIC HOUSE RETIREMENT PLAN (2022) Form 5500
Creator: GREAT FALLS PUBLIC HOUSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREAT FALLS PUBLIC HOUSE RETIREMENT PLAN, GREAT FALLS PUBLIC HOUSE, INC.

GREAT FALLS PUBLIC HOUSE, INC.EIN 46-5345522Plan #001PY 2022

2629 NEW BANNER LANE - HERNDON, VA 20171703-582-1952

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$276K

+222.8% from 2021

Total participants

0.0% from 2021

Average account balance

$276,314

+222.8% from 2021

Annual return

222.79%

+224.62 pp from 2021

Benchmarks

See 11,552 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort11,552 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.91M

Not enough data

1 years with asset history on file

Average account balance

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

$1.9M

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

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

+104.59%

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$60

$60 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.022%

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

$276,314

$84,551+226.8%

$61,452+349.6%

$134,532+105.4%

Participation rate

100.0%

62.2%+37.8pp

52.6%+47.4pp

81.2%+18.8pp

Annual return

222.79%

585.39%-362.6pp

338.96%-116.2pp

418.27%-195.5pp

Employer contribution / active EE

$1,545-100.0%

$1,160-100.0%

$4,741-100.0%

Participant deferral / active EE

$2,818-100.0%

$2,125-100.0%

$6,401-100.0%

Admin fee / account holder

$60

$2,587-97.7%

$2,131-97.2%

$11,429-99.5%

GREAT FALLS PUBLIC HOUSE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREAT FALLS PUBLIC HOUSE RETIREMENT 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