Retirement plan

PMG HOSPITALITY ASSOCIATES, INC. 401(K) PLAN

Name: PMG HOSPITALITY ASSOCIATES, INC. - PMG HOSPITALITY ASSOCIATES, INC. 401(K) PLAN (2020) 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 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+18.6% from 2019

Total participants

0.0% from 2019

Average account balance

No prior year

Annual return

14.90%

-3.48 pp from 2019

Benchmarks

See 14,139 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,139 peers

Snapshot2020

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

$11K

$5331 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.736%

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

$109,344-100.0%

$89,400-100.0%

$158,950-100.0%

Participation rate

0.0%

74.3%-74.3pp

68.0%-68.0pp

82.0%-82.0pp

Annual return

14.90%

345.73%-330.8pp

245.64%-230.7pp

302.91%-288.0pp

Employer contribution / active EE

$7,571

$3,170+138.8%

$2,586+192.8%

$4,762+59.0%

Participant deferral / active EE

$14,800

$4,599+221.8%

$3,890+280.4%

$5,983+147.4%

Admin fee / account holder

$6,154-100.0%

$4,882-100.0%

$11,248-100.0%

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