Retirement plan

RICK MACCI ACADEMY, INC 401(K) PLAN

Name: RICK MACCI ACADEMY, INC. - RICK MACCI ACADEMY, INC 401(K) PLAN (2023) Form 5500
Creator: RICK MACCI ACADEMY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICK MACCI ACADEMY, INC 401(K) PLAN, RICK MACCI ACADEMY, INC.

RICK MACCI ACADEMY, INC.EIN 65-1105733Plan #001PY 2023

19608 ESTUARY DRIVE - BOCA RATON, FL 33498561-445-2747

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$3.5M

No prior year

Total participants

No prior year

Average account balance

$1,759,086

No prior year

Annual return

8.03%

No prior year

Benchmarks

See 9,751 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,751 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.37M

Not enough data

1 years with asset history on file

Average account balance

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

$2.2M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+11.16%

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 codes2E2J3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,759,086

$156,963+1020.7%

$121,204+1351.3%

$139,466+1161.3%

Participation rate

100.0%

76.5%+23.5pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

8.03%

1476.75%-1468.7pp

987.18%-979.2pp

373.66%-365.6pp

Employer contribution / active EE

$22,285

$5,544+301.9%

$4,170+434.4%

$4,754+368.8%

Participant deferral / active EE

$26,250

$4,848+441.4%

$4,083+542.9%

$6,712+291.1%

Admin fee / account holder

$6,953-100.0%

$5,651-100.0%

$11,409-100.0%

RICK MACCI ACADEMY, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RICK MACCI ACADEMY, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion