Retirement plan

CARDINALIS RESTAURANT, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: CARDINALIS RESTAURANT, INC. - CARDINALIS RESTAURANT, INC. 401(K) PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: CARDINALIS RESTAURANT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARDINALIS RESTAURANT, INC. 401(K) PROFIT SHARING PLAN & TRUST, CARDINALIS RESTAURANT, INC.

CARDINALIS RESTAURANT, INC.EIN 55-0892797Plan #001PY 2021

134 HARBOR RD, P.O. BOX 305 - WELLS, ME 040904546207-646-8780

Other plans on this EIN

1 filing

#002Retirement-$656K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+18.8% from 2020

Total participants

0.0% from 2020

Average account balance

$110,513

+18.8% from 2020

Annual return

10.89%

-1.10 pp from 2020

Benchmarks

See 9,302 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.93%

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 codes2D2E2G2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

$2K

$317 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.201%

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

$110,513

$110,5510%

$80,741+36.9%

$167,518-34.0%

Participation rate

100.0%

64.0%+36.0pp

54.2%+45.8pp

82.1%+17.9pp

Annual return

10.89%

120.57%-109.7pp

87.30%-76.4pp

478.71%-467.8pp

Employer contribution / active EE

$4,269

$1,543+176.7%

$1,160+268.0%

$4,838-11.8%

Participant deferral / active EE

$6,531

$2,870+127.5%

$2,145+204.4%

$6,342+3.0%

Admin fee / account holder

$222

$4,547-95.1%

$3,380-93.4%

$12,312-98.2%

CARDINALIS RESTAURANT, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARDINALIS RESTAURANT, INC. 401(K) PROFIT SHARING PLAN & TRUST

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