Retirement plan

RETIREMENT SAVINGS BREAKTHROUGH 401(K) PLAN

Name: DO MY NAILS LLC. - RETIREMENT SAVINGS BREAKTHROUGH 401(K) PLAN (2024) Form 5500
Creator: DO MY NAILS LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT SAVINGS BREAKTHROUGH 401(K) PLAN, DO MY NAILS LLC.

DO MY NAILS LLC.EIN 80-0771105Plan #001PY 2024

9009 N. 103RD AVENUE, SUITE 105 - SUN CITY, AZ 85351602-515-9645LinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18K

+12.5% from 2023

Total participants

0.0% from 2023

Average account balance

$5,886

+12.5% from 2023

Annual return

12.48%

+1.35 pp from 2023

Benchmarks

See 50,062 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,062 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25

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 codes2E2J2F2G3D3B

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.
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

$76

Other / not subdivided$76100.0%

% of EOY assets

0.430%

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

$5,886

$88,702-93.4%

$81,780-92.8%

$145,978-96.0%

Participation rate

0.0%

75.0%-75.0pp

72.4%-72.4pp

80.3%-80.3pp

Annual return

12.48%

1029.12%-1016.6pp

776.27%-763.8pp

550.52%-538.0pp

Employer contribution / active EE

$3,084-100.0%

$2,914-100.0%

$4,662-100.0%

Participant deferral / active EE

$4,645-100.0%

$4,321-100.0%

$6,690-100.0%

Admin fee / account holder

$25

$8,414-99.7%

$7,384-99.7%

$13,400-99.8%

RETIREMENT SAVINGS BREAKTHROUGH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT SAVINGS BREAKTHROUGH 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