Retirement plan

JOHNNY'S PIZZA FRANCHISE SYSTEMS, INC. 401K PLAN

Name: JOHNNY'S PIZZA FRANCHISE SYSTEMS, INC. - JOHNNY'S PIZZA FRANCHISE SYSTEMS, INC. 401K PLAN (2023) Form 5500
Creator: JOHNNY'S PIZZA FRANCHISE SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNNY'S PIZZA FRANCHISE SYSTEMS, INC. 401K PLAN, JOHNNY'S PIZZA FRANCHISE SYSTEMS, INC.

JOHNNY'S PIZZA FRANCHISE SYSTEMS, INC.EIN 58-2216917Plan #002PY 2023

25 SPYGLASS POINT - NEWNAN, GA 30263404-455-0444

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+36.4% from 2022

Total participants

+20.0% from 2022

Average account balance

$105,361

+13.7% from 2022

Annual return

24.54%

+37.64 pp from 2022

Benchmarks

See 9,635 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,635 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.51M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+9.36%

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$11K

$1057 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.836%

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

$105,361

$110,248-4.4%

$95,728+10.1%

$139,456-24.4%

Participation rate

100.0%

75.7%+24.3pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

24.54%

27.16%-2.6pp

28.40%-3.9pp

373.45%-348.9pp

Employer contribution / active EE

$2,260

$3,258-30.6%

$2,835-20.3%

$4,753-52.5%

Participant deferral / active EE

$9,790

$4,675+109.4%

$4,245+130.6%

$6,711+45.9%

Admin fee / account holder

$881

$6,607-86.7%

$5,673-84.5%

$11,407-92.3%

JOHNNY'S PIZZA FRANCHISE SYSTEMS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNNY'S PIZZA FRANCHISE SYSTEMS, INC. 401K 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