Retirement plan

LAKE MARY CHEESECAKE CO INC 401 K PROFIT SHARING PLAN TRUST

Name: LAKE MARY CHEESECAKE CO INC - LAKE MARY CHEESECAKE CO INC 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: LAKE MARY CHEESECAKE CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAKE MARY CHEESECAKE CO INC 401 K PROFIT SHARING PLAN TRUST, LAKE MARY CHEESECAKE CO INC

LAKE MARY CHEESECAKE CO INCEIN 59-3644798Plan #001PY 2017

840 SUNSHINE LANE - ALTAMONTE SPRINGS, FL 32714407-869-4177

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$162K

+24.5% from 2016

Total participants

+6.9% from 2016

Average account balance

$6,002

+6.1% from 2016

Annual return

12.58%

+4.54 pp from 2016

Benchmarks

See 6,682 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,682 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$244K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$133

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 codes2E2F2G2J2T3D

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).
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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$247 / participant

Other / not subdivided$5K100.0%

% of EOY assets

3.353%

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

$6,002

$107,015-94.4%

$73,545-91.8%

$147,585-95.9%

Participation rate

81.8%

66.4%+15.4pp

54.9%+26.9pp

82.8%-1.0pp

Annual return

12.58%

38.25%-25.7pp

-15.16%+27.7pp

578.58%-566.0pp

Employer contribution / active EE

$469

$1,760-73.4%

$1,219-61.5%

$4,876-90.4%

Participant deferral / active EE

$417

$2,462-83.1%

$1,806-76.9%

$5,439-92.3%

Admin fee / account holder

$201

$3,055-93.4%

$2,320-91.3%

$10,886-98.2%

LAKE MARY CHEESECAKE CO INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAKE MARY CHEESECAKE CO 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