Retirement plan

MAHARAJA WELL ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

Name: MAHARAJA WELL ENTERPRISES, LLC - MAHARAJA WELL ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: MAHARAJA WELL ENTERPRISES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAHARAJA WELL ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN, MAHARAJA WELL ENTERPRISES, LLC

MAHARAJA WELL ENTERPRISES, LLCEIN 54-2084766Plan #001PY 2022

5106 HIGHWAY 98 EAST - COMER, GA 30629706-254-4484

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$168K

+27.2% from 2021

Total participants

-25.0% from 2021

Average account balance

$56,040

+27.2% from 2021

Annual return

-19.77%

-29.74 pp from 2021

Benchmarks

See 21,409 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,409 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$425K

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+10.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1997

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

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

$56,040

$95,915-41.6%

$79,580-29.6%

$134,532-58.3%

Participation rate

100.0%

75.0%+25.0pp

69.5%+30.5pp

81.2%+18.8pp

Annual return

-19.77%

-2.71%-17.1pp

0.15%-19.9pp

418.27%-438.0pp

Employer contribution / active EE

$966

$3,129-69.1%

$2,413-60.0%

$4,741-79.6%

Participant deferral / active EE

$19,723

$4,693+320.2%

$3,985+394.9%

$6,401+208.1%

Admin fee / account holder

$9,132-100.0%

$6,835-100.0%

$11,429-100.0%

MAHARAJA WELL ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MAHARAJA WELL ENTERPRISES, LLC 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