Retirement plan

PMG HOSPITALITY ASSOCIATES, INC. 401(K) PLAN

Name: PMG HOSPITALITY ASSOCIATES, INC. - PMG HOSPITALITY ASSOCIATES, INC. 401(K) PLAN (2018) Form 5500
Creator: PMG HOSPITALITY ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PMG HOSPITALITY ASSOCIATES, INC. 401(K) PLAN, PMG HOSPITALITY ASSOCIATES, INC.

PMG HOSPITALITY ASSOCIATES, INC.EIN 75-3186922Plan #001PY 2018

1815 QUINCY STREET, N.W. - WASHINGTON, DC 200115335202-291-9600

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$997K

+1.4% from 2017

Total participants

0.0% from 2017

Average account balance

No prior year

Annual return

-4.80%

-20.52 pp from 2017

Benchmarks

See 12,594 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,594 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$658K

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

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+12.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5114

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 codes2E2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$8573 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.860%

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

$95,193-100.0%

$76,523-100.0%

$135,382-100.0%

Participation rate

0.0%

74.4%-74.4pp

68.0%-68.0pp

82.6%-82.6pp

Annual return

-4.80%

4.85%-9.7pp

-0.27%-4.5pp

519.77%-524.6pp

Employer contribution / active EE

$37,000

$3,302+1020.4%

$2,647+1297.8%

$4,779+674.3%

Participant deferral / active EE

$24,000

$4,639+417.3%

$3,835+525.7%

$5,609+327.9%

Admin fee / account holder

$6,249-100.0%

$4,848-100.0%

$10,829-100.0%

PMG HOSPITALITY ASSOCIATES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PMG HOSPITALITY ASSOCIATES, INC. 401(K) 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