Retirement plan

SWANKY BADGER, INC. 401K PROFIT SHARING PLAN

Name: SWANKY BADGER, INC. - SWANKY BADGER, INC. 401K PROFIT SHARING PLAN (2023) Form 5500
Creator: SWANKY BADGER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWANKY BADGER, INC. 401K PROFIT SHARING PLAN, SWANKY BADGER, INC.

SWANKY BADGER, INC.EIN 47-3605005Plan #002PY 2023

3627 BAYONNE DRIVE - SAN DIEGO, CA 92109858-999-6465

Other plans on this EIN

1 filing

#001Retirement-$356K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$505K

+47.7% from 2022

Total participants

+7.7% from 2022

Average account balance

$36,107

+37.2% from 2022

Annual return

20.44%

+41.30 pp from 2022

Benchmarks

See 9,635 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,635 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$645K

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.

188.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$359

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$4K

$385 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.762%

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

$36,107

$110,248-67.2%

$95,728-62.3%

$139,456-74.1%

Participation rate

100.0%

75.7%+24.3pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

20.44%

27.16%-6.7pp

28.40%-8.0pp

373.45%-353.0pp

Employer contribution / active EE

$4,041

$3,258+24.0%

$2,835+42.6%

$4,753-15.0%

Participant deferral / active EE

$5,300

$4,675+13.4%

$4,245+24.9%

$6,711-21.0%

Admin fee / account holder

$275

$6,607-95.8%

$5,673-95.2%

$11,407-97.6%

SWANKY BADGER, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWANKY BADGER, INC. 401K 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