Retirement plan

AUTO MATS ZONE, INC. 401K PLAN

Name: AUTO MATS ZONE, INC. - AUTO MATS ZONE, INC. 401K PLAN (2019) Form 5500
Creator: AUTO MATS ZONE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUTO MATS ZONE, INC. 401K PLAN, AUTO MATS ZONE, INC.

AUTO MATS ZONE, INC.EIN 47-1207227Plan #002PY 2019

10943 SCHMIDT ROAD - EL MONTE, CA 91733855-901-9888

Other plans on this EIN

1 filing

#001Retirement-$491K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$183K

+65.5% from 2018

Total participants

0.0% from 2018

Average account balance

$61,156

+65.5% from 2018

Annual return

22.58%

+16.31 pp from 2018

Benchmarks

See 8,238 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,238 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$217K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+11.87%

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 codes2E2G2J3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$61,156

$116,203-47.4%

$93,621-34.7%

$152,909-60.0%

Participation rate

100.0%

78.1%+21.9pp

75.8%+24.2pp

82.5%+17.5pp

Annual return

22.58%

35.96%-13.4pp

32.76%-10.2pp

345.46%-322.9pp

Employer contribution / active EE

$3,198

$3,219-0.7%

$2,719+17.6%

$4,764-32.9%

Participant deferral / active EE

$12,667

$4,605+175.1%

$4,070+211.3%

$5,851+116.5%

Admin fee / account holder

$10,751-100.0%

$7,890-100.0%

$11,601-100.0%

AUTO MATS ZONE, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AUTO MATS ZONE, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion