Retirement plan

DAT'L DO IT, INC. 401(K) PROFIT SHARING PLAN

Name: DATL DO IT, INC. - DAT'L DO IT, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: DATL DO IT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAT'L DO IT, INC. 401(K) PROFIT SHARING PLAN, DATL DO IT, INC.

DATL DO IT, INC.EIN 59-2834794Plan #001PY 2022

1750 TREE BLVD. SUITE #2 - ST. AUGUSTINE, FL 32092904-716-1542datldoit.comLinkedIn1-10 employeesfood production

Other plans on this EIN

1 filing

#002Retirement-$569K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$355K

+6.3% from 2021

Total participants

0.0% from 2021

Average account balance

$39,400

-5.5% from 2021

Annual return

-10.28%

-18.47 pp from 2021

Benchmarks

See 4,136 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,136 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$632K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+5.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$441

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 codes2E2J3D2F2R

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.
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

$3K

$459 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.776%

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

$39,400

$88,585-55.5%

$69,884-43.6%

$134,532-70.7%

Participation rate

100.0%

74.9%+25.1pp

70.5%+29.5pp

81.2%+18.8pp

Annual return

-10.28%

442.80%-453.1pp

190.81%-201.1pp

418.27%-428.5pp

Employer contribution / active EE

$9,217

$3,235+184.9%

$2,560+260.0%

$4,741+94.4%

Participant deferral / active EE

$4,770-100.0%

$3,848-100.0%

$6,401-100.0%

Admin fee / account holder

$306

$10,441-97.1%

$6,266-95.1%

$11,429-97.3%

DAT'L DO IT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAT'L DO IT, INC. 401(K) 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