Retirement plan

NICOLLETTI'S, INC. 401 K PROFIT SHARING PLAN

Name: NICOLLETTI'S, INC. - NICOLLETTI'S, INC. 401 K PROFIT SHARING PLAN (2016) Form 5500
Creator: NICOLLETTI'S, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NICOLLETTI'S, INC. 401 K PROFIT SHARING PLAN, NICOLLETTI'S, INC.

NICOLLETTI'S, INC.EIN 52-1225376Plan #001PY 2016

P. O. BOX 375 - CALIFORNIA, MD 206190375301-863-2233LinkedIn1-10 employeesrestaurants

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+22.1% from 2015

Total participants

-37.5% from 2015

Average account balance

$93,550

+1.8% from 2015

Annual return

10.25%

+7.04 pp from 2015

Benchmarks

See 6,180 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,180 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

163.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.94%

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 codes2J2G2E2F

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).
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.

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

$93,550

$103,957-10.0%

$69,182+35.2%

$273,968-65.9%

Participation rate

100.0%

67.4%+32.6pp

55.1%+44.9pp

83.0%+17.0pp

Annual return

10.25%

35.28%-25.0pp

-21.94%+32.2pp

41.45%-31.2pp

Employer contribution / active EE

$13,405

$1,781+652.7%

$1,205+1012.4%

$4,869+175.3%

Participant deferral / active EE

$8,400

$2,716+209.3%

$1,896+342.9%

$5,287+58.9%

Admin fee / account holder

$3,671-100.0%

$2,697-100.0%

$10,132-100.0%

NICOLLETTI'S, INC. 401 K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NICOLLETTI'S, INC. 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