Retirement plan

WINNERS CIRCLE AUTO CENTER SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: WINNERS CIRCLE AUTO CENTER - WINNERS CIRCLE AUTO CENTER SAFE HARBOR 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: WINNERS CIRCLE AUTO CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINNERS CIRCLE AUTO CENTER SAFE HARBOR 401(K) PROFIT SHARING PLAN, WINNERS CIRCLE AUTO CENTER

WINNERS CIRCLE AUTO CENTEREIN 47-0844667Plan #001PY 2023

702 W. O STREET - LINCOLN, NE 68528402-438-9555LinkedIn1-10 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$249K

+30.7% from 2022

Total participants

0.0% from 2022

Average account balance

$35,545

+30.7% from 2022

Annual return

19.17%

+38.55 pp from 2022

Benchmarks

See 22,163 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,163 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$380K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

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

+18.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$107

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 codes2E2G2J2T3D

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.
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

$2K

$334 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.804%

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

$35,545

$102,663-65.4%

$86,216-58.8%

$139,466-74.5%

Participation rate

100.0%

74.5%+25.5pp

69.0%+31.0pp

80.3%+19.7pp

Annual return

19.17%

1924.52%-1905.3pp

1169.42%-1150.2pp

373.66%-354.5pp

Employer contribution / active EE

$2,156

$3,035-29.0%

$2,382-9.5%

$4,754-54.7%

Participant deferral / active EE

$1,494

$4,677-68.1%

$3,986-62.5%

$6,712-77.7%

Admin fee / account holder

$286

$8,663-96.7%

$6,853-95.8%

$11,409-97.5%

WINNERS CIRCLE AUTO CENTER SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINNERS CIRCLE AUTO CENTER SAFE HARBOR 401(K) 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