Retirement plan

H.O.T. PUBLISHING, INC., 401(K) PROFIT SHARING PLAN

Name: H.O.T. PUBLISHING, LLC - H.O.T. PUBLISHING, INC., 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: H.O.T. PUBLISHING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H.O.T. PUBLISHING, INC., 401(K) PROFIT SHARING PLAN, H.O.T. PUBLISHING, LLC

H.O.T. PUBLISHING, LLCEIN 47-1091936Plan #001PY 2024

107 CEDAR BRANCH - MADISON, AL 35756256-724-2042LinkedIn1-10 employeesveterinary

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$666K

+23.6% from 2023

Total participants

0.0% from 2023

Average account balance

$333,182

+23.6% from 2023

Annual return

13.76%

-4.34 pp from 2023

Benchmarks

See 10,265 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,265 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$666K

Not enough data

1 years with asset history on file

Average account balance

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

$333K

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

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+13.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3683

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

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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 codes2J2E2G3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$7K

$3683 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.105%

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

$333,182

$169,161+97.0%

$129,295+157.7%

$145,959+128.3%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

13.76%

14348.07%-14334.3pp

9429.28%-9415.5pp

561.95%-548.2pp

Employer contribution / active EE

$3,600

$5,543-35.1%

$4,157-13.4%

$4,661-22.8%

Participant deferral / active EE

$23,000

$4,989+361.0%

$4,169+451.7%

$6,689+243.9%

Admin fee / account holder

$3,683

$9,878-62.7%

$7,665-52.0%

$13,398-72.5%

H.O.T. PUBLISHING, INC., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H.O.T. PUBLISHING, INC., 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