Retirement plan

FAT AND THE MOON 401(K) PROFIT SHARING PLAN

Name: FAT AND THE MOON - FAT AND THE MOON 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: FAT AND THE MOON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FAT AND THE MOON 401(K) PROFIT SHARING PLAN, FAT AND THE MOON

FAT AND THE MOONEIN 47-3282704Plan #001PY 2024

650 GOLD FLAT ROAD, SUITE B - NEVADA CITY, CA 95959530-205-3070fatandthemoon.comLinkedIn11-50 employeesconsumer goods

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$204K

+54.7% from 2023

Total participants

-3.4% from 2023

Average account balance

$9,277

+12.5% from 2023

Annual return

16.08%

-8.23 pp from 2023

Benchmarks

See 22,293 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,293 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$204K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.08%

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 codes2E2F2J2T3D

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$9,277

$111,830-91.7%

$93,696-90.1%

$145,884-93.6%

Participation rate

70.0%

74.2%-4.2pp

68.7%+1.3pp

80.3%-10.3pp

Annual return

16.08%

204.08%-188.0pp

133.74%-117.7pp

551.85%-535.8pp

Employer contribution / active EE

$996

$3,093-67.8%

$2,422-58.9%

$4,662-78.6%

Participant deferral / active EE

$1,553

$4,920-68.4%

$4,417-64.8%

$6,690-76.8%

Admin fee / account holder

$10,249-100.0%

$8,287-100.0%

$13,392-100.0%

FAT AND THE MOON 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FAT AND THE MOON 401(K) PROFIT SHARING 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