Retirement plan

ANTOON COMPANIES 401(K) PLAN AND TRUST

Name: ANTOON HOSPITALITY GROUP, LLC - ANTOON COMPANIES 401(K) PLAN AND TRUST (2018) Form 5500
Creator: ANTOON HOSPITALITY GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTOON COMPANIES 401(K) PLAN AND TRUST, ANTOON HOSPITALITY GROUP, LLC

ANTOON HOSPITALITY GROUP, LLCEIN 72-1100579Plan #001PY 2018

600 DESOTO STREET - ALEXANDRIA, LA 71301318-448-8111antoonenterprises.comLinkedIn201-500 employeesrestaurants

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.3M

+3.0% from 2017

Total participants

-71.3% from 2017

Average account balance

$67,904

+30.9% from 2017

Annual return

-5.00%

-21.92 pp from 2017

Benchmarks

See 3,192 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,192 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.08M

Not enough data

1 years with asset history on file

Average account balance

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

$202K

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.

25.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$297K

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

+17.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1548

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

Top 1 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850	Recordkeeping	$1,596

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$35 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.052%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: OSTREICHER & COMPANY, CPAS
Auditor EIN: 720910574
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,904

$32,117+111.4%

$71,086-4.5%

$64,181+5.8%

Participation rate

100.0%

42.7%+57.3pp

54.7%+45.3pp

69.6%+30.4pp

Annual return

-5.00%

-5.57%+0.6pp

650.59%-655.6pp

7.63%-12.6pp

Employer contribution / active EE

$2,724

$712+282.4%

$1,088+150.4%

$2,381+14.4%

Participant deferral / active EE

$4,020

$1,263+218.3%

$1,874+114.5%

$3,470+15.9%

Admin fee / account holder

$35

$2,759-98.7%

$3,082-98.9%

$4,887-99.3%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSMUTUAL LIFE INSURANCE CO

Service code 15 · EIN 04-1590850

Recordkeeping

$1,596

ANTOON COMPANIES 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANTOON COMPANIES 401(K) PLAN AND 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