Retirement plan

MOUNTAIN HOSPITALITY, LLC 401K PLAN

Name: MOUNTAIN HOSPITALITY, LLC - MOUNTAIN HOSPITALITY, LLC 401K PLAN (2015) Form 5500
Creator: MOUNTAIN HOSPITALITY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOUNTAIN HOSPITALITY, LLC 401K PLAN, MOUNTAIN HOSPITALITY, LLC

MOUNTAIN HOSPITALITY, LLCEIN 47-2612312Plan #001PY 2015

834 KING HILLS BLVD - PIGEON FORGE, TN 37863865-429-0150mountainhospitalityconcepts.comLinkedIn11-50 employeeshospitality

Other plans on this EIN

1 filing

#002Retirement-$194K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$516K

No prior year

Total participants

No prior year

Average account balance

$103,120

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 4,877 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort4,877 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$634K

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

+15.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50000

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 codes2E2F2J3D

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).
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.

Expense breakdown

Schedule H Part II

Admin total

$1K

$200 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.194%

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

$103,120

$90,320+14.2%

$59,496+73.3%

$125,393-17.8%

Participation rate

100.0%

68.3%+31.7pp

54.6%+45.4pp

83.2%+16.8pp

Annual return

0.00%

369.13%-369.1pp

182.05%-182.0pp

282.23%-282.2pp

Employer contribution / active EE

$5,641

$1,792+214.9%

$1,153+389.3%

$4,866+15.9%

Participant deferral / active EE

$8,400

$2,716+209.3%

$1,829+359.2%

$5,351+57.0%

Admin fee / account holder

$200

$3,063-93.5%

$2,232-91.0%

$9,541-97.9%

MOUNTAIN HOSPITALITY, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOUNTAIN HOSPITALITY, 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