Retirement plan

MELTON CLASSICS, INC. PROFIT SHARING PLAN

Name: MELTON CLASSICS, INC. - MELTON CLASSICS, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: MELTON CLASSICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MELTON CLASSICS, INC. PROFIT SHARING PLAN, MELTON CLASSICS, INC.

MELTON CLASSICS, INC.EIN 58-2128047Plan #002PY 2017

P.O. BOX 465020 - LAWRENCEVILLE, GA 300425020770-963-3060

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+30.7% from 2016

Total participants

0.0% from 2016

Average account balance

$210,945

+30.7% from 2016

Annual return

20.06%

+15.96 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$300K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+18.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32957

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$307 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.129%

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

$210,945

$99,652+111.7%

$78,778+167.8%

$147,586+42.9%

Participation rate

100.0%

76.2%+23.8pp

69.2%+30.8pp

82.8%+17.2pp

Annual return

20.06%

47.28%-27.2pp

35.62%-15.6pp

578.59%-558.5pp

Employer contribution / active EE

$12,654

$2,796+352.6%

$1,986+537.3%

$4,876+159.5%

Participant deferral / active EE

$6,750

$3,664+84.2%

$2,958+128.2%

$5,439+24.1%

Admin fee / account holder

$273

$7,155-96.2%

$5,134-94.7%

$10,886-97.5%

MELTON CLASSICS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MELTON CLASSICS, INC. 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