Retirement plan

BAOS HOG, INC. 401(K) PLAN

Name: BAOS HOG, INC. - BAOS HOG, INC. 401(K) PLAN (2024) Form 5500
Creator: BAOS HOG, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAOS HOG, INC. 401(K) PLAN, BAOS HOG, INC.

BAOS HOG, INC.EIN 47-4382607Plan #001PY 2024

13918 BROOKHURST ST STE 3B - GARDEN GROVE, CA 92843714-928-1691LinkedIn11-50 employeesrestaurants

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$84K

+95.5% from 2023

Total participants

0.0% from 2023

Average account balance

$16,843

+95.5% from 2023

Annual return

14.62%

-28.78 pp from 2023

Benchmarks

See 14,079 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,079 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$84K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$157

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.

Expense breakdown

Schedule H Part II

Admin total

$785

$112 / participant

Other / not subdivided$785100.0%

% of EOY assets

0.932%

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

$16,843

$76,785-78.1%

$56,441-70.2%

$145,959-88.5%

Participation rate

71.4%

63.2%+8.2pp

52.5%+18.9pp

80.3%-8.9pp

Annual return

14.62%

3000.51%-2985.9pp

1704.21%-1689.6pp

561.95%-547.3pp

Employer contribution / active EE

$1,481

$1,381+7.3%

$1,039+42.6%

$4,661-68.2%

Participant deferral / active EE

$3,497

$2,624+33.3%

$1,953+79.1%

$6,689-47.7%

Admin fee / account holder

$157

$3,334-95.3%

$2,829-94.5%

$13,398-98.8%

BAOS HOG, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAOS HOG, INC. 401(K) 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